Zions Bancorporation’s White Mountains Insurance WTM Stock Holding History

Zions Bancorporation’s Portfolio WTM Stock Details WTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-5	Closed	-$4K	–	1040
2020 Q3	$4K	Sell	5 -5	-50%	-$4.32K	﹤0.01%	872
2020 Q2	$9K	Hold	10	–	–	﹤0.01%	659
2020 Q1	$9K	Hold	10	–	–	﹤0.01%	617
2019 Q4	$11K	Hold	10	–	–	﹤0.01%	710
2019 Q3	$11K	Hold	10	–	–	﹤0.01%	698
2019 Q2	$10K	Hold	10	–	–	﹤0.01%	657
2019 Q1	$9K	Hold	10	–	–	﹤0.01%	710
2018 Q4	$9K	Buy	+10	New	+$8.91K	0.01%	341
2018 Q3	–	Sell	-10	Closed	-$9K	–	834
2018 Q2	$9K	Buy	+10	New	+$8.81K	0.01%	337
2018 Q1	–	Sell	-10	Closed	-$9K	–	713
2017 Q4	$9K	Hold	10	–	–	﹤0.01%	481
2017 Q3	$9K	Buy	+10	New	+$8.6K	﹤0.01%	861
2017 Q1	–	Sell	-13	Closed	-$11K	–	845
2016 Q4	$11K	Sell	13 -4	-24%	-$3.35K	﹤0.01%	496
2016 Q3	$14K	Buy	+17	New	+$14K	﹤0.01%	436
2016 Q2	–	Sell	-17	Closed	-$14K	–	944
2016 Q1	$14K	Hold	17	–	–	﹤0.01%	467
2015 Q4	$12K	Hold	17	–	–	﹤0.01%	454
2015 Q3	$13K	Buy	+17	New	+$12.2K	﹤0.01%	436
2015 Q2	–	Sell	-17	Closed	-$12K	–	745
2015 Q1	$12K	Buy	+17	New	+$11.2K	﹤0.01%	488

Other funds holding WTM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Zions Bancorporation's WTM Position: Q4 2020 in Review

Zions Bancorporation sold out of White Mountains Insurance (WTM) in Q4 2020, closing a stake of 5 shares — an estimated $4K sold.

Zions Bancorporation first reported a position in WTM in Q1 2015 and held it in 17 quarters. The position peaked at $14K in Q3 2016. 234 funds tracked by Wall St. Rank hold WTM as of Q4 2020.

Zions Bancorporation reported no remaining White Mountains Insurance position as of Q4 2020 after selling out during the quarter.
Zions Bancorporation sold 5 White Mountains Insurance shares in Q4 2020, an estimated $4K.
Zions Bancorporation first reported a position in White Mountains Insurance in Q1 2015 and held it in 17 quarters.
Zions Bancorporation's White Mountains Insurance position peaked at $14K in Q3 2016.
234 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2020.

Based on Zions Bancorporation's 13F filing for Q4 2020, filed 12 Feb 2021.