Cambria Investment Management’s Zions Bancorporation ZION Stock Holding History

Cambria 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
2023 Q1	–	Sell	-126,588	Closed	-$6.22M	–	303
2022 Q4	$6.22M	Buy	126,588 +19,728	+18%	+$987K	0.52%	87
2022 Q3	$5.43M	Buy	106,860 +8,220	+8%	+$450K	0.59%	61
2022 Q2	$5.02M	Buy	98,640 +9,864	+11%	+$561K	0.65%	67
2022 Q1	$5.82M	Buy	88,776 +29,592	+50%	+$2.02M	0.74%	42
2021 Q4	$3.74M	Buy	59,184 +6,028	+11%	+$385K	0.63%	53
2021 Q3	$3.29M	Sell	53,156 -2,192	-4%	-$120K	0.6%	41
2021 Q2	$2.93M	Buy	55,348 +7,672	+16%	+$430K	0.5%	80
2021 Q1	$2.62M	Buy	+47,676	New	+$2.45M	0.52%	60

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

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

Cambria Investment Management's ZION Position: Q1 2023 in Review

Cambria Investment Management sold out of Zions Bancorporation (ZION) in Q1 2023, closing a stake of 126,588 shares — an estimated $6.22M sold.

Cambria Investment Management first reported a position in ZION in Q1 2021 and held it in 8 quarters. The position peaked at $6.22M in Q4 2022. 449 funds tracked by Wall St. Rank hold ZION as of Q1 2023.

Cambria Investment Management reported no remaining Zions Bancorporation position as of Q1 2023 after selling out during the quarter.
Cambria Investment Management sold 126,588 Zions Bancorporation shares in Q1 2023, an estimated $6.22M.
Cambria Investment Management first reported a position in Zions Bancorporation in Q1 2021 and held it in 8 quarters.
Cambria Investment Management's Zions Bancorporation position peaked at $6.22M in Q4 2022.
449 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2023.

Based on Cambria Investment Management's 13F filing for Q1 2023, filed 11 May 2023.