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Sun Life Financial’s Zions Bancorporation ZION Stock Holding History

Sun Life Financial’s Portfolio ZION Stock Details ZION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-96
Closed -$5K – 497
2021
Q1 		$5K Sell
96
-1
-1% -$51 ﹤0.01% 494
2020
Q4 		$4K Hold
97
– – ﹤0.01% 490
2020
Q3 		$3K Sell
97
-4
-4% -$129 ﹤0.01% 494
2020
Q2 		$3K Sell
101
-1
-1% -$32 ﹤0.01% 446
2020
Q1 		$3K Sell
102
-2
-2% -$82 ﹤0.01% 430
2019
Q4 		$5K Sell
104
-41
-28% -$1.99K ﹤0.01% 431
2019
Q3 		$6K Sell
145
-4
-3% -$173 ﹤0.01% 579
2019
Q2 		$7K Sell
149
-169
-53% -$7.82K ﹤0.01% 564
2019
Q1 		$14K Sell
318
-219
-41% -$10.4K ﹤0.01% 565
2018
Q4 		$22K Sell
537
-1
-0.2% -$47 ﹤0.01% 552
2018
Q3 		$27K Buy
538
+4
+0.7% +$211 ﹤0.01% 565
2018
Q2 		$28K Buy
534
+487
+1,036% +$26.9K ﹤0.01% 548
2018
Q1 		$899 Sell
47
-393
-89% -$21.1K 0.01% 335
2017
Q4 		$22K Sell
440
-1,045
-70% -$50K ﹤0.01% 422
2017
Q3 		$70K Sell
1,485
-3
-0.2% -$133 0.01% 412
2017
Q2 		$65K Buy
1,488
+1,483
+29,660% +$61.1K 0.01% 420
2017
Q1 		$109 Buy
+5
New +$217 ﹤0.01% 381

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Sun Life Financial's ZION Position: Q2 2021 in Review

Sun Life Financial sold out of Zions Bancorporation (ZION) in Q2 2021, closing a stake of 96 shares — an estimated $5K sold.

Sun Life Financial first reported a position in ZION in Q1 2017 and held it in 17 quarters. The position peaked at $70K in Q3 2017. 430 funds tracked by Wall St. Rank hold ZION as of Q2 2021.

  • Sun Life Financial reported no remaining Zions Bancorporation position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 96 Zions Bancorporation shares in Q2 2021, an estimated $5K.
  • Sun Life Financial first reported a position in Zions Bancorporation in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's Zions Bancorporation position peaked at $70K in Q3 2017.
  • 430 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.