USGIU
ZION icon

U.S. Global Investors (USGI)’s Zions Bancorporation ZION Stock Holding History

U.S. Global Investors (USGI)’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
2019
Q3 		– Sell
-9,487
Closed -$436K – 214
2019
Q2 		$436K Sell
9,487
-968
-9% -$44.8K 0.23% 109
2019
Q1 		$475K Buy
10,455
+1,074
+11% +$51.2K 0.23% 97
2018
Q4 		$382K Buy
9,381
+1,661
+22% +$77.4K 0.22% 109
2018
Q3 		$387K Sell
7,720
-1,880
-20% -$99.3K 0.19% 115
2018
Q2 		$506K Buy
9,600
+700
+8% +$38.6K 0.23% 91
2018
Q1 		$469K Buy
+8,900
New +$479K 0.29% 71
2014
Q2 		– Sell
-12,000
Closed -$371K – 362
2014
Q1 		$371K Buy
+12,000
New +$365K 0.1% 192

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return