Belvedere Trading
ZION icon

Belvedere Trading’s Zions Bancorporation ZION Stock Holding History

Belvedere Trading’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
-48,700
Closed -$2.14M – 1042
2023
Q4 		$2.14M Buy
48,700
+4,900
+11% +$177K ﹤0.01% 54
2023
Q3 		$1.53M Sell
43,800
-11,200
-20% -$390K ﹤0.01% 59
2023
Q2 		$1.48M Buy
55,000
+52,400
+2,015% +$1.45M ﹤0.01% 56
2023
Q1 		$77.8K Buy
+2,600
New +$119K ﹤0.01% 505

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Belvedere Trading's ZION Position: Q3 2023 in Review

Belvedere Trading sold out of Zions Bancorporation (ZION) in Q3 2023, closing a stake of 1,016 shares — an estimated $35.4K sold.

Belvedere Trading first reported a position in ZION in Q1 2023 and held it in 2 quarters. The position peaked at $72.3K in Q1 2023. 427 funds tracked by Wall St. Rank hold ZION as of Q3 2023.

  • Belvedere Trading reported no remaining Zions Bancorporation position as of Q3 2023 after selling out during the quarter.
  • Belvedere Trading sold 1,016 Zions Bancorporation shares in Q3 2023, an estimated $35.4K.
  • Belvedere Trading first reported a position in Zions Bancorporation in Q1 2023 and held it in 2 quarters.
  • Belvedere Trading's Zions Bancorporation position peaked at $72.3K in Q1 2023.
  • 427 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2023.

Based on Belvedere Trading's 13F filing for Q3 2023, filed 27 Oct 2023.