Zions Bancorporation’s Polaris PII Stock Holding History

Zions Bancorporation’s Portfolio PII Stock Details PII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-81	Closed	-$9.79K	–	913
2023 Q2	$9.79K	Hold	81	–	–	﹤0.01%	642
2023 Q1	$8.96K	Hold	81	–	–	﹤0.01%	661
2022 Q4	$8.18K	Hold	81	–	–	﹤0.01%	757
2022 Q3	$8K	Hold	81	–	–	﹤0.01%	716
2022 Q2	$8K	Hold	81	–	–	﹤0.01%	778
2022 Q1	$9K	Hold	81	–	–	﹤0.01%	842
2021 Q4	$9K	Hold	81	–	–	﹤0.01%	771
2021 Q3	$10K	Hold	81	–	–	﹤0.01%	734
2021 Q2	$11K	Hold	81	–	–	﹤0.01%	718
2021 Q1	$11K	Hold	81	–	–	﹤0.01%	686
2020 Q4	$8K	Hold	81	–	–	﹤0.01%	726
2020 Q3	$8K	Hold	81	–	–	﹤0.01%	725
2020 Q2	$7K	Hold	81	–	–	﹤0.01%	699
2020 Q1	$4K	Hold	81	–	–	﹤0.01%	737
2019 Q4	$8K	Hold	81	–	–	﹤0.01%	755
2019 Q3	$7K	Hold	81	–	–	﹤0.01%	757
2019 Q2	$7K	Hold	81	–	–	﹤0.01%	707
2019 Q1	$7K	Buy	+81	New	+$6.87K	﹤0.01%	739
2018 Q2	–	Sell	-81	Closed	-$9K	–	640
2018 Q1	$9K	Hold	81	–	–	﹤0.01%	416
2017 Q4	$10K	Hold	81	–	–	﹤0.01%	468
2017 Q3	$8K	Hold	81	–	–	﹤0.01%	873
2017 Q2	$7K	Hold	81	–	–	﹤0.01%	387
2017 Q1	$7K	Hold	81	–	–	﹤0.01%	449
2016 Q4	$7K	Hold	81	–	–	﹤0.01%	580
2016 Q3	$6K	Hold	81	–	–	﹤0.01%	579
2016 Q2	$7K	Hold	81	–	–	﹤0.01%	514
2016 Q1	$8K	Hold	81	–	–	﹤0.01%	567
2015 Q4	$7K	Hold	81	–	–	﹤0.01%	556
2015 Q3	$10K	Buy	+81	New	+$11K	﹤0.01%	485
2015 Q2	–	Sell	-139	Closed	-$20K	–	606
2015 Q1	$20K	Buy	+139	New	+$20.5K	﹤0.01%	380

Other funds holding PII

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Zions Bancorporation's PII Position: Q3 2023 in Review

Zions Bancorporation sold out of Polaris (PII) in Q3 2023, closing a stake of 81 shares — an estimated $9.79K sold.

Zions Bancorporation first reported a position in PII in Q1 2015 and held it in 30 quarters. The position peaked at $20K in Q1 2015. 480 funds tracked by Wall St. Rank hold PII as of Q3 2023.

Zions Bancorporation reported no remaining Polaris position as of Q3 2023 after selling out during the quarter.
Zions Bancorporation sold 81 Polaris shares in Q3 2023, an estimated $9.79K.
Zions Bancorporation first reported a position in Polaris in Q1 2015 and held it in 30 quarters.
Zions Bancorporation's Polaris position peaked at $20K in Q1 2015.
480 funds tracked by Wall St. Rank held Polaris as of Q3 2023.

Based on Zions Bancorporation's 13F filing for Q3 2023, filed 7 Nov 2023.