William Blair Investment Management
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William Blair Investment Management’s Zions Bancorporation ZION Stock Holding History

William Blair Investment 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
Q3 		– Sell
-9,239
Closed -$487K – 492
2018
Q2 		$487K Sell
9,239
-988
-10% -$54.5K ﹤0.01% 430
2018
Q1 		$539K Sell
10,227
-864
-8% -$46.5K ﹤0.01% 428
2017
Q4 		$564K Sell
11,091
-6,858
-38% -$328K ﹤0.01% 422
2017
Q3 		$847K Buy
17,949
+46
+0.3% +$2.05K ﹤0.01% 414
2017
Q2 		$786K Sell
17,903
-1,074
-6% -$44.2K ﹤0.01% 426
2017
Q1 		$797K Sell
18,977
-4,472
-19% -$194K ﹤0.01% 406
2016
Q4 		$1.01M Sell
23,449
-2,817
-11% -$104K ﹤0.01% 391
2016
Q3 		$815K Buy
26,266
+119
+0.5% +$3.38K ﹤0.01% 405
2016
Q2 		$657K Buy
26,147
+10,237
+64% +$272K ﹤0.01% 421
2016
Q1 		$385K Sell
15,910
-2,647
-14% -$60.9K ﹤0.01% 434
2015
Q4 		$507K Sell
18,557
-14,211
-43% -$408K ﹤0.01% 427
2015
Q3 		$902K Buy
+32,768
New +$972K ﹤0.01% 970

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

William Blair Investment Management's ZION Position: Q3 2018 in Review

William Blair Investment Management sold out of Zions Bancorporation (ZION) in Q3 2018, closing a stake of 9,239 shares — an estimated $487K sold.

William Blair Investment Management first reported a position in ZION in Q3 2015 and held it in 12 quarters. The position peaked at $1.01M in Q4 2016. 522 funds tracked by Wall St. Rank hold ZION as of Q3 2018.

  • William Blair Investment Management reported no remaining Zions Bancorporation position as of Q3 2018 after selling out during the quarter.
  • William Blair Investment Management sold 9,239 Zions Bancorporation shares in Q3 2018, an estimated $487K.
  • William Blair Investment Management first reported a position in Zions Bancorporation in Q3 2015 and held it in 12 quarters.
  • William Blair Investment Management's Zions Bancorporation position peaked at $1.01M in Q4 2016.
  • 522 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2018.

Based on William Blair Investment Management's 13F filing for Q3 2018, filed 13 Nov 2018.