AL
ZION icon

AJO LP’s Zions Bancorporation ZION Stock Holding History

AJO LP’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
2021
Q1 		– Sell
-755
Closed -$32K – 256
2020
Q4 		$32K Sell
755
-120,766
-99% -$4.47M ﹤0.01% 263
2020
Q3 		$3.55M Buy
121,521
+61,472
+102% +$1.98M 0.04% 303
2020
Q2 		$2.04M Buy
+60,049
New +$1.9M 0.02% 385
2019
Q4 		– Sell
-735
Closed -$32K – 688
2019
Q3 		$32K Buy
+735
New +$31.8K ﹤0.01% 597

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AJO LP's ZION Position: Q1 2021 in Review

AJO LP sold out of Zions Bancorporation (ZION) in Q1 2021, closing a stake of 755 shares — an estimated $32K sold.

AJO LP first reported a position in ZION in Q3 2019 and held it in 4 quarters. The position peaked at $3.55M in Q3 2020. 430 funds tracked by Wall St. Rank hold ZION as of Q1 2021.

  • AJO LP reported no remaining Zions Bancorporation position as of Q1 2021 after selling out during the quarter.
  • AJO LP sold 755 Zions Bancorporation shares in Q1 2021, an estimated $32K.
  • AJO LP first reported a position in Zions Bancorporation in Q3 2019 and held it in 4 quarters.
  • AJO LP's Zions Bancorporation position peaked at $3.55M in Q3 2020.
  • 430 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2021.

Based on AJO LP's 13F filing for Q1 2021, filed 7 May 2021.