XK
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Xact Kapitalforvaltning’s Zions Bancorporation ZION Stock Holding History

Xact Kapitalforvaltning’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
Q1 		$1.15M Buy
43,121
+28,690
+199% +$1.18M 0.02% 467
2019
Q4 		$749K Sell
14,431
-1,311
-8% -$63.6K 0.01% 757
2019
Q3 		$701K Sell
15,742
-12,198
-44% -$527K 0.01% 730
2019
Q2 		$1.28M Sell
27,940
-19,802
-41% -$916K 0.03% 487
2019
Q1 		$2.17M Buy
47,742
+20,602
+76% +$983K 0.05% 349
2018
Q4 		$1.11M Buy
27,140
+8,000
+42% +$373K 0.03% 507
2018
Q3 		$960K Sell
19,140
-755
-4% -$39.9K 0.02% 601
2018
Q2 		$1.05M Hold
19,895
– – 0.02% 568
2018
Q1 		$1.05M Buy
19,895
+1,148
+6% +$61.8K 0.02% 555
2017
Q4 		$953K Buy
18,747
+1,614
+9% +$77.3K 0.02% 547
2017
Q3 		$808K Buy
17,133
+1,465
+9% +$65.2K 0.02% 535
2017
Q2 		$688K Buy
+15,668
New +$645K 0.02% 566

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Xact Kapitalforvaltning's ZION Position: Q1 2020 in Review

Xact Kapitalforvaltning increased its Zions Bancorporation (ZION) stake by 199% in Q1 2020, buying an estimated $1.18M and bringing the position to 43,121 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #467.

Xact Kapitalforvaltning first reported a position in ZION in Q2 2017 and has held it in 12 quarters since. The position peaked at $2.17M in Q1 2019. 419 funds tracked by Wall St. Rank hold ZION as of Q1 2020.

  • Xact Kapitalforvaltning held 43,121 shares of Zions Bancorporation worth $1.15M as of Q1 2020.
  • Xact Kapitalforvaltning bought 28,690 Zions Bancorporation shares in Q1 2020, an estimated $1.18M.
  • Zions Bancorporation made up 0.02% of Xact Kapitalforvaltning's portfolio in Q1 2020, its #467 holding.
  • Xact Kapitalforvaltning first reported a position in Zions Bancorporation in Q2 2017 and has held it in 12 quarters since.
  • Xact Kapitalforvaltning's Zions Bancorporation position peaked at $2.17M in Q1 2019.
  • 419 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2020.

Based on Xact Kapitalforvaltning's 13F filing for Q1 2020, filed 14 May 2020.