Zurich Insurance Group’s Zions Bancorporation ZION Stock Holding History

Zurich Insurance Group’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
2019 Q4	–	Sell	-28,290	Closed	-$1.26M	–	495
2019 Q3	$1.26M	Sell	28,290 -30,961	-52%	-$1.34M	0.02%	428
2019 Q2	$2.72M	Buy	+59,251	New	+$2.74M	0.05%	300
2018 Q3	–	Sell	-128,523	Closed	-$6.77M	–	515
2018 Q2	$6.77M	Buy	128,523 +68,424	+114%	+$3.78M	0.15%	193
2018 Q1	$3.17M	Buy	60,099 +4,050	+7%	+$218K	0.07%	327
2017 Q4	$2.85M	Buy	56,049 +28,517	+104%	+$1.37M	0.07%	348
2017 Q3	$1.3M	Sell	27,532 -34,648	-56%	-$1.54M	0.04%	474
2017 Q2	$2.73M	Buy	62,180 +33,761	+119%	+$1.39M	0.08%	312
2017 Q1	$1.19M	Buy	+28,419	New	+$1.23M	0.03%	430

Other funds holding ZION

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Zurich Insurance Group's ZION Position: Q4 2019 in Review

Zurich Insurance Group sold out of Zions Bancorporation (ZION) in Q4 2019, closing a stake of 28,290 shares — an estimated $1.26M sold.

Zurich Insurance Group first reported a position in ZION in Q1 2017 and held it in 8 quarters. The position peaked at $6.77M in Q2 2018. 475 funds tracked by Wall St. Rank hold ZION as of Q4 2019.

Zurich Insurance Group reported no remaining Zions Bancorporation position as of Q4 2019 after selling out during the quarter.
Zurich Insurance Group sold 28,290 Zions Bancorporation shares in Q4 2019, an estimated $1.26M.
Zurich Insurance Group first reported a position in Zions Bancorporation in Q1 2017 and held it in 8 quarters.
Zurich Insurance Group's Zions Bancorporation position peaked at $6.77M in Q2 2018.
475 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2019.

Based on Zurich Insurance Group's 13F filing for Q4 2019, filed 14 Feb 2020.