CIM
ZION icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return