ZB
AMG icon

Zions Bancorporation’s Affiliated Managers Group AMG Stock Holding History

Zions Bancorporation’s Portfolio AMG Stock Details AMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-20
Closed -$1K – 929
2020
Q1 		$1K Sell
20
-109
-84% -$8.16K ﹤0.01% 838
2019
Q4 		$11K Sell
129
-1,160
-90% -$95.1K ﹤0.01% 696
2019
Q3 		$107K Buy
+1,289
New +$108K 0.02% 327
2018
Q4 		– Sell
-1,240
Closed -$170K – 494
2018
Q3 		$170K Buy
+1,240
New +$183K 0.04% 191
2017
Q4 		– Sell
-1,810
Closed -$344K – 614
2017
Q3 		$344K Buy
+1,810
New +$322K 0.05% 195
2017
Q1 		– Sell
-30
Closed -$4K – 726
2016
Q4 		$4K Sell
30
-35
-54% -$5.08K ﹤0.01% 645
2016
Q3 		$9K Buy
65
+35
+117% +$5.01K ﹤0.01% 501
2016
Q2 		$4K Hold
30
– – ﹤0.01% 592
2016
Q1 		$5K Sell
30
-6
-17% -$837 ﹤0.01% 629
2015
Q4 		$4K Sell
36
-7
-16% -$1.2K ﹤0.01% 626
2015
Q3 		$8K Buy
+43
New +$8.46K ﹤0.01% 510
2015
Q2 		– Sell
-53
Closed -$11K – 278
2015
Q1 		$11K Buy
+53
New +$11.2K ﹤0.01% 498

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Zions Bancorporation's AMG Position: Q2 2020 in Review

Zions Bancorporation sold out of Affiliated Managers Group (AMG) in Q2 2020, closing a stake of 20 shares — an estimated $1K sold.

Zions Bancorporation first reported a position in AMG in Q1 2015 and held it in 12 quarters. The position peaked at $344K in Q3 2017. 291 funds tracked by Wall St. Rank hold AMG as of Q2 2020.

  • Zions Bancorporation reported no remaining Affiliated Managers Group position as of Q2 2020 after selling out during the quarter.
  • Zions Bancorporation sold 20 Affiliated Managers Group shares in Q2 2020, an estimated $1K.
  • Zions Bancorporation first reported a position in Affiliated Managers Group in Q1 2015 and held it in 12 quarters.
  • Zions Bancorporation's Affiliated Managers Group position peaked at $344K in Q3 2017.
  • 291 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2020.

Based on Zions Bancorporation's 13F filing for Q2 2020, filed 13 Aug 2020.