UOC
ZION icon

UBS O'Connor’s Zions Bancorporation ZION Stock Holding History

UBS O'Connor’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
Q3 		– Sell
-175,000
Closed -$9.22M – 353
2018
Q2 		$9.22M Buy
+175,000
New +$9.66M 0.19% 79
2018
Q1 		– Sell
-208,730
Closed -$10.6M – 402
2017
Q4 		$10.6M Buy
208,730
+66,730
+47% +$3.2M 0.19% 84
2017
Q3 		$6.7M Buy
+142,000
New +$6.32M 0.1% 167
2014
Q4 		– Sell
-180,048
Closed -$5.23M – 742
2014
Q3 		$5.23M Buy
180,048
+15,797
+10% +$459K 0.09% 212
2014
Q2 		$4.84M Buy
+164,251
New +$4.83M 0.03% 212
2013
Q4 		– Sell
-160,885
Closed -$4.41M – 553
2013
Q3 		$4.41M Sell
160,885
-189,017
-54% -$5.52M 0.09% 224
2013
Q2 		$10.1M Buy
+349,902
New +$9.15M 0.19% 155

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return