Calamos Advisors
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Calamos Advisors’s Zions Bancorporation ZION Stock Holding History

Calamos Advisors’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
2018
Q1 		– Sell
-243,500
Closed -$12.4M – 634
2017
Q4 		$12.4M Buy
+243,500
New +$11.7M 0.06% 265

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

Calamos Advisors's ZION Position: Q1 2024 in Review

Calamos Advisors sold out of Zions Bancorporation (ZION) in Q1 2024, closing a stake of 256,984 shares — an estimated $11.3M sold.

Calamos Advisors first reported a position in ZION in Q2 2013 and held it in 33 quarters. The position peaked at $32.2M in Q2 2018. 460 funds tracked by Wall St. Rank hold ZION as of Q1 2024.

  • Calamos Advisors reported no remaining Zions Bancorporation position as of Q1 2024 after selling out during the quarter.
  • Calamos Advisors sold 256,984 Zions Bancorporation shares in Q1 2024, an estimated $11.3M.
  • Calamos Advisors first reported a position in Zions Bancorporation in Q2 2013 and held it in 33 quarters.
  • Calamos Advisors's Zions Bancorporation position peaked at $32.2M in Q2 2018.
  • 460 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2024.

Based on Calamos Advisors's 13F filing for Q1 2024, filed 8 May 2024.