WAMC
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Western Asset Management Company’s Zions Bancorporation ZION Stock Holding History

Western Asset Management Company’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
2020
Q3 		– Sell
-25
Closed -$1K – 246
2020
Q2 		$1K Buy
+25
New +$792 ﹤0.01% 251

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Invesco
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Western Asset Management Company's ZION Position: Q3 2020 in Review

Western Asset Management Company sold out of Zions Bancorporation (ZION) in Q3 2020, closing a stake of 25 shares — an estimated $1K sold.

Western Asset Management Company first reported a position in ZION in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 406 funds tracked by Wall St. Rank hold ZION as of Q3 2020.

  • Western Asset Management Company reported no remaining Zions Bancorporation position as of Q3 2020 after selling out during the quarter.
  • Western Asset Management Company sold 25 Zions Bancorporation shares in Q3 2020, an estimated $1K.
  • Western Asset Management Company first reported a position in Zions Bancorporation in Q2 2020 and held it in 1 quarter.
  • Western Asset Management Company's Zions Bancorporation position peaked at $1K in Q2 2020.
  • 406 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2020.

Based on Western Asset Management Company's 13F filing for Q3 2020, filed 12 Nov 2020.