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Alberta Investment Management Corp (AIMCo)’s Zions Bancorporation ZION Stock Holding History

Alberta Investment Management Corp (AIMCo)’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
2023
Q2 		– Sell
-45,183
Closed -$1.35M – 1303
2023
Q1 		$1.35M Sell
45,183
-16,909
-27% -$774K 0.01% 672
2022
Q4 		$3.05M Sell
62,092
-2,663
-4% -$133K 0.03% 531
2022
Q3 		$3.29M Buy
64,755
+1,430
+2% +$78.2K 0.03% 584
2022
Q2 		$3.22M Buy
63,325
+11,402
+22% +$648K 0.02% 606
2022
Q1 		$3.4M Sell
51,923
-23,771
-31% -$1.63M 0.02% 649
2021
Q4 		$4.78M Buy
+75,694
New +$4.83M 0.03% 451
2019
Q2 		– Sell
-31,400
Closed -$1.43M – 1020
2019
Q1 		$1.43M Sell
31,400
-3,300
-10% -$157K 0.01% 529
2018
Q4 		$1.41M Buy
+34,700
New +$1.62M 0.02% 477
2017
Q1 		– Sell
-110,830
Closed -$4.77M – 922
2016
Q4 		$4.77M Sell
110,830
-24,895
-18% -$917K 0.04% 286
2016
Q3 		$4.21M Buy
+135,725
New +$3.86M 0.04% 307
2013
Q4 		– Sell
-405,175
Closed -$11.1M – 487
2013
Q3 		$11.1M Buy
+405,175
New +$11.8M 0.15% 226

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo)'s ZION Position: Q2 2023 in Review

Alberta Investment Management Corp (AIMCo) sold out of Zions Bancorporation (ZION) in Q2 2023, closing a stake of 45,183 shares — an estimated $1.35M sold.

Alberta Investment Management Corp (AIMCo) first reported a position in ZION in Q3 2013 and held it in 11 quarters. The position peaked at $11.1M in Q3 2013. 422 funds tracked by Wall St. Rank hold ZION as of Q2 2023.

  • Alberta Investment Management Corp (AIMCo) reported no remaining Zions Bancorporation position as of Q2 2023 after selling out during the quarter.
  • Alberta Investment Management Corp (AIMCo) sold 45,183 Zions Bancorporation shares in Q2 2023, an estimated $1.35M.
  • Alberta Investment Management Corp (AIMCo) first reported a position in Zions Bancorporation in Q3 2013 and held it in 11 quarters.
  • Alberta Investment Management Corp (AIMCo)'s Zions Bancorporation position peaked at $11.1M in Q3 2013.
  • 422 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2023.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q2 2023, filed 14 Aug 2023.