Three Peaks Capital Management’s Zions Bancorporation ZION Stock Holding History

Three Peaks Capital Management’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
2018 Q4	–	Sell	-49,134	Closed	-$2.46M	–	143
2018 Q3	$2.46M	Sell	49,134 -1,028	-2%	-$54.3K	0.51%	102
2018 Q2	$2.64M	Buy	50,162 +48,045	+2,269%	+$2.65M	0.53%	88
2018 Q1	$112K	Buy	+2,117	New	+$114K	0.02%	107

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Three Peaks Capital Management's ZION Position: Q4 2018 in Review

Three Peaks Capital Management sold out of Zions Bancorporation (ZION) in Q4 2018, closing a stake of 49,134 shares — an estimated $2.46M sold.

Three Peaks Capital Management first reported a position in ZION in Q1 2018 and held it in 3 quarters. The position peaked at $2.64M in Q2 2018. 519 funds tracked by Wall St. Rank hold ZION as of Q4 2018.

Three Peaks Capital Management reported no remaining Zions Bancorporation position as of Q4 2018 after selling out during the quarter.
Three Peaks Capital Management sold 49,134 Zions Bancorporation shares in Q4 2018, an estimated $2.46M.
Three Peaks Capital Management first reported a position in Zions Bancorporation in Q1 2018 and held it in 3 quarters.
Three Peaks Capital Management's Zions Bancorporation position peaked at $2.64M in Q2 2018.
519 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2018.

Based on Three Peaks Capital Management's 13F filing for Q4 2018, filed 29 Jan 2019.