Cambridge Trust’s Zions Bancorporation ZION Stock Holding History

Cambridge Trust’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
2022 Q4	–	Sell	-37	Closed	-$2K	–	911
2022 Q3	$2K	Buy	+37	New	+$2.02K	﹤0.01%	799

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Cambridge Trust's ZION Position: Q4 2022 in Review

Cambridge Trust sold out of Zions Bancorporation (ZION) in Q4 2022, closing a stake of 37 shares — an estimated $2K sold.

Cambridge Trust first reported a position in ZION in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 493 funds tracked by Wall St. Rank hold ZION as of Q4 2022.

Cambridge Trust reported no remaining Zions Bancorporation position as of Q4 2022 after selling out during the quarter.
Cambridge Trust sold 37 Zions Bancorporation shares in Q4 2022, an estimated $2K.
Cambridge Trust first reported a position in Zions Bancorporation in Q3 2022 and held it in 1 quarter.
Cambridge Trust's Zions Bancorporation position peaked at $2K in Q3 2022.
493 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2022.

Based on Cambridge Trust's 13F filing for Q4 2022, filed 10 Jan 2023.