Boit C.F. David’s Zions Bancorporation ZION Stock Holding History

Boit C.F. David’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
2025 Q1	–	Sell	-360	Closed	-$19.5K	–	128
2024 Q4	$19.5K	Hold	360	–	–	0.01%	118
2024 Q3	$16.4K	Hold	360	–	–	0.01%	120
2024 Q2	$15.6K	Hold	360	–	–	0.01%	121
2024 Q1	$15.1K	Hold	360	–	–	0.01%	113
2023 Q4	$15.1K	Hold	360	–	–	0.01%	123
2023 Q3	$12.1K	Hold	360	–	–	0.01%	101
2023 Q2	$9.67K	Hold	360	–	–	0.01%	108
2023 Q1	$11.8K	Hold	360	–	–	0.01%	107
2022 Q4	$17.7K	Hold	360	–	–	0.01%	101
2022 Q3	$18K	Buy	+360	New	+$19.7K	0.01%	103
2022 Q1	$23K	Hold	360	–	–	0.02%	107
2021 Q4	$23K	Hold	360	–	–	0.01%	111
2021 Q3	$23K	Hold	360	–	–	0.02%	112
2021 Q2	$19K	Buy	+360	New	+$20.2K	0.01%	98

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

VNIM

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

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

Boit C.F. David's ZION Position: Q1 2025 in Review

Boit C.F. David sold out of Zions Bancorporation (ZION) in Q1 2025, closing a stake of 360 shares — an estimated $19.5K sold.

Boit C.F. David first reported a position in ZION in Q2 2021 and held it in 14 quarters. The position peaked at $23K in Q1 2022. 498 funds tracked by Wall St. Rank hold ZION as of Q1 2025.

Boit C.F. David reported no remaining Zions Bancorporation position as of Q1 2025 after selling out during the quarter.
Boit C.F. David sold 360 Zions Bancorporation shares in Q1 2025, an estimated $19.5K.
Boit C.F. David first reported a position in Zions Bancorporation in Q2 2021 and held it in 14 quarters.
Boit C.F. David's Zions Bancorporation position peaked at $23K in Q1 2022.
498 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2025.

Based on Boit C.F. David's 13F filing for Q1 2025, filed 8 Apr 2025.