Alpha DNA Investment Management’s Zions Bancorporation ZION Stock Holding History

Alpha DNA Investment Management’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 Q3	–	Sell	-12,208	Closed	-$529K	–	262
2024 Q2	$529K	Buy	+12,208	New	+$515K	0.21%	91
2022 Q4	–	Sell	-10,445	Closed	-$531K	–	209
2022 Q3	$531K	Sell	10,445 -9,464	-48%	-$518K	0.44%	118
2022 Q2	$1.01M	Buy	19,909 +2,977	+18%	+$169K	0.86%	51
2022 Q1	$1.11M	Buy	+16,932	New	+$1.16M	0.78%	101
2021 Q2	–	Sell	-31	Closed	-$1K	–	681
2021 Q1	$1K	Buy	+31	New	+$1.6K	﹤0.01%	663

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alpha DNA Investment Management's ZION Position: Q3 2024 in Review

Alpha DNA Investment Management sold out of Zions Bancorporation (ZION) in Q3 2024, closing a stake of 12,208 shares — an estimated $529K sold.

Alpha DNA Investment Management first reported a position in ZION in Q1 2021 and held it in 5 quarters. The position peaked at $1.11M in Q1 2022. 470 funds tracked by Wall St. Rank hold ZION as of Q3 2024.

Alpha DNA Investment Management reported no remaining Zions Bancorporation position as of Q3 2024 after selling out during the quarter.
Alpha DNA Investment Management sold 12,208 Zions Bancorporation shares in Q3 2024, an estimated $529K.
Alpha DNA Investment Management first reported a position in Zions Bancorporation in Q1 2021 and held it in 5 quarters.
Alpha DNA Investment Management's Zions Bancorporation position peaked at $1.11M in Q1 2022.
470 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2024.

Based on Alpha DNA Investment Management's 13F filing for Q3 2024, filed 12 Nov 2024.