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Winton Capital Management’s Zions Bancorporation ZION Stock Holding History

Winton Capital 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
2014
Q1 		$15M Buy
482,960
+27,886
+6% +$847K 0.1% 298
2013
Q4 		$13.6M Buy
455,074
+294,399
+183% +$8.47M 0.12% 272
2013
Q3 		$4.41M Buy
160,675
+38,905
+32% +$1.14M 0.05% 356
2013
Q2 		$3.52M Buy
+121,770
New +$3.18M 0.04% 338

Other funds holding ZION

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
CA
Cortland Advisers Wilmington, Delaware $2.18B AUM 8.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Winton Capital Management's ZION Position: Q1 2014 in Review

Winton Capital Management increased its Zions Bancorporation (ZION) stake by 6.1% in Q1 2014, buying an estimated $847K and bringing the position to 482,960 shares worth $15M. The position accounts for 0.1% of the portfolio, ranked #298.

Winton Capital Management first reported a position in ZION in Q2 2013 and has held it in 4 quarters since. 325 funds tracked by Wall St. Rank hold ZION as of Q1 2014.

  • Winton Capital Management held 482,960 shares of Zions Bancorporation worth $15M as of Q1 2014.
  • Winton Capital Management bought 27,886 Zions Bancorporation shares in Q1 2014, an estimated $847K.
  • Zions Bancorporation made up 0.1% of Winton Capital Management's portfolio in Q1 2014, its #298 holding.
  • Winton Capital Management first reported a position in Zions Bancorporation in Q2 2013 and has held it in 4 quarters since.
  • 325 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.