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Wexford Capital’s Zions Bancorporation ZION Stock Holding History

Wexford Capital’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
Q4 		– Sell
-3,515
Closed -$103K – 390
2020
Q3 		$103K Buy
+3,515
New +$113K 0.03% 136
2017
Q1 		– Sell
-18,570
Closed -$799K – 251
2016
Q4 		$799K Buy
+18,570
New +$684K 0.08% 83

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

Wexford Capital's ZION Position: Q4 2020 in Review

Wexford Capital sold out of Zions Bancorporation (ZION) in Q4 2020, closing a stake of 3,515 shares — an estimated $103K sold.

Wexford Capital first reported a position in ZION in Q4 2016 and held it in 2 quarters. The position peaked at $799K in Q4 2016. 432 funds tracked by Wall St. Rank hold ZION as of Q4 2020.

  • Wexford Capital reported no remaining Zions Bancorporation position as of Q4 2020 after selling out during the quarter.
  • Wexford Capital sold 3,515 Zions Bancorporation shares in Q4 2020, an estimated $103K.
  • Wexford Capital first reported a position in Zions Bancorporation in Q4 2016 and held it in 2 quarters.
  • Wexford Capital's Zions Bancorporation position peaked at $799K in Q4 2016.
  • 432 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2020.

Based on Wexford Capital's 13F filing for Q4 2020, filed 16 Feb 2021.