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Yorktown Management & Research Company’s Zions Bancorporation ZION Stock Holding History

Yorktown Management & Research 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
2018
Q4 		– Sell
-5,500
Closed -$276K – 356
2018
Q3 		$276K Hold
5,500
– – 0.08% 312
2018
Q2 		$290K Buy
+5,500
New +$304K 0.08% 283

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Yorktown Management & Research Company's ZION Position: Q4 2018 in Review

Yorktown Management & Research Company sold out of Zions Bancorporation (ZION) in Q4 2018, closing a stake of 5,500 shares — an estimated $276K sold.

Yorktown Management & Research Company first reported a position in ZION in Q2 2018 and held it in 2 quarters. The position peaked at $290K in Q2 2018. 519 funds tracked by Wall St. Rank hold ZION as of Q4 2018.

  • Yorktown Management & Research Company reported no remaining Zions Bancorporation position as of Q4 2018 after selling out during the quarter.
  • Yorktown Management & Research Company sold 5,500 Zions Bancorporation shares in Q4 2018, an estimated $276K.
  • Yorktown Management & Research Company first reported a position in Zions Bancorporation in Q2 2018 and held it in 2 quarters.
  • Yorktown Management & Research Company's Zions Bancorporation position peaked at $290K in Q2 2018.
  • 519 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2018.

Based on Yorktown Management & Research Company's 13F filing for Q4 2018, filed 8 Feb 2019.