Aberdeen Group
ZION icon

Aberdeen Group’s Zions Bancorporation ZION Stock Holding History

Aberdeen 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
2024
Q1 		– Sell
-11,071
Closed -$486K – 974
2023
Q4 		$486K Sell
11,071
-196
-2% -$7.08K ﹤0.01% 885
2023
Q3 		$393K Sell
11,267
-24,535
-69% -$855K ﹤0.01% 834
2023
Q2 		$962K Sell
35,802
-856
-2% -$23.7K ﹤0.01% 797
2023
Q1 		$1.1M Sell
36,658
-332
-0.9% -$15.2K ﹤0.01% 789
2022
Q4 		$1.82M Buy
36,990
+2,777
+8% +$139K ﹤0.01% 714
2022
Q3 		$1.74M Buy
34,213
+367
+1% +$20.1K 0.01% 727
2022
Q2 		$1.74M Sell
33,846
-2,120
-6% -$120K 0.01% 729
2022
Q1 		$2.4M Sell
35,966
-23,448
-39% -$1.6M 0.01% 718
2021
Q4 		$3.75M Sell
59,414
-15,628
-21% -$998K 0.01% 684
2021
Q3 		$4.74M Sell
75,042
-5,438
-7% -$299K 0.01% 671
2021
Q2 		$4.25M Sell
80,480
-257
-0.3% -$14.4K 0.01% 676
2021
Q1 		$4.44M Buy
80,737
+19,573
+32% +$1.01M 0.01% 666
2020
Q4 		$2.66M Sell
61,164
-8,815
-13% -$326K 0.01% 711
2020
Q3 		$2.04M Buy
69,979
+2,115
+3% +$68.2K 0.01% 701
2020
Q2 		$2.31M Sell
67,864
-4,002
-6% -$127K 0.01% 680
2020
Q1 		$1.92M Sell
71,866
-6,962
-9% -$287K 0.01% 675
2019
Q4 		$4.09M Buy
78,828
+6,733
+9% +$327K 0.01% 637
2019
Q3 		$3.21M Sell
72,095
-1,677
-2% -$72.5K 0.01% 653
2019
Q2 		$3.39M Sell
73,772
-2,399
-3% -$111K 0.01% 683
2019
Q1 		$3.46M Buy
76,171
+25,575
+51% +$1.22M 0.01% 679
2018
Q4 		$2.05M Sell
50,596
-72,569
-59% -$3.38M ﹤0.01% 695
2018
Q3 		$6.18M Buy
123,165
+10,035
+9% +$530K 0.01% 583
2018
Q2 		$5.96M Buy
113,130
+48,612
+75% +$2.68M 0.01% 570
2018
Q1 		$3.4M Buy
64,518
+6,886
+12% +$371K 0.01% 608
2017
Q4 		$2.93M Sell
57,632
-1,313,146
-96% -$62.9M 0.01% 624
2017
Q3 		$64.7M Buy
+1,370,778
New +$61M 0.12% 165

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Aberdeen Group's ZION Position: Q1 2024 in Review

Aberdeen Group sold out of Zions Bancorporation (ZION) in Q1 2024, closing a stake of 11,071 shares — an estimated $486K sold.

Aberdeen Group first reported a position in ZION in Q3 2017 and held it in 26 quarters. The position peaked at $64.7M in Q3 2017. 460 funds tracked by Wall St. Rank hold ZION as of Q1 2024.

  • Aberdeen Group reported no remaining Zions Bancorporation position as of Q1 2024 after selling out during the quarter.
  • Aberdeen Group sold 11,071 Zions Bancorporation shares in Q1 2024, an estimated $486K.
  • Aberdeen Group first reported a position in Zions Bancorporation in Q3 2017 and held it in 26 quarters.
  • Aberdeen Group's Zions Bancorporation position peaked at $64.7M in Q3 2017.
  • 460 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2024.

Based on Aberdeen Group's 13F filing for Q1 2024, filed 9 May 2024.