AIM
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Aquila Investment Management’s Zions Bancorporation ZION Stock Holding History

Aquila 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
Q1 		– Sell
-18,000
Closed -$790K – 82
2023
Q4 		$790K Buy
18,000
+4,000
+29% +$144K 0.68% 59
2023
Q3 		$488K Sell
14,000
-3,000
-18% -$105K 0.45% 74
2023
Q2 		$457K Buy
+17,000
New +$472K 0.37% 83

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 $3.38T AUM 44.17% 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
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Aquila Investment Management's ZION Position: Q1 2024 in Review

Aquila Investment Management sold out of Zions Bancorporation (ZION) in Q1 2024, closing a stake of 18,000 shares — an estimated $790K sold.

Aquila Investment Management first reported a position in ZION in Q2 2023 and held it in 3 quarters. The position peaked at $790K in Q4 2023. 460 funds tracked by Wall St. Rank hold ZION as of Q1 2024.

  • Aquila Investment Management reported no remaining Zions Bancorporation position as of Q1 2024 after selling out during the quarter.
  • Aquila Investment Management sold 18,000 Zions Bancorporation shares in Q1 2024, an estimated $790K.
  • Aquila Investment Management first reported a position in Zions Bancorporation in Q2 2023 and held it in 3 quarters.
  • Aquila Investment Management's Zions Bancorporation position peaked at $790K in Q4 2023.
  • 460 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2024.

Based on Aquila Investment Management's 13F filing for Q1 2024, filed 23 Apr 2024.