Cascade Investment Advisors’s Zions Bancorporation ZION Stock Holding History

Cascade Investment 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
2023 Q1	–	Sell	-26,000	Closed	-$1.28M	–	239
2022 Q4	$1.28M	Sell	26,000 -110	-0.4%	-$5.5K	1.06%	42
2022 Q3	$1.36M	Sell	26,110 -610	-2%	-$33.4K	1.17%	32
2022 Q2	$1.36M	Sell	26,720 -45	-0.2%	-$2.56K	1.07%	26
2022 Q1	$1.75M	Sell	26,765 -1,795	-6%	-$123K	1.07%	23
2021 Q4	$1.8M	Buy	28,560 +140	+0.5%	+$8.94K	1.06%	23
2021 Q3	$1.76M	Buy	28,420 +325	+1%	+$17.9K	1.15%	19
2021 Q2	$1.49M	Buy	28,095 +60	+0.2%	+$3.36K	0.94%	44
2021 Q1	$1.54M	Buy	28,035 +100	+0.4%	+$5.15K	1%	37
2020 Q4	$1.21M	Buy	27,935 +5,550	+25%	+$205K	0.89%	49
2020 Q3	$654K	Buy	+22,385	New	+$721K	0.56%	83

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cascade Investment Advisors's ZION Position: Q1 2023 in Review

Cascade Investment Advisors sold out of Zions Bancorporation (ZION) in Q1 2023, closing a stake of 26,000 shares — an estimated $1.28M sold.

Cascade Investment Advisors first reported a position in ZION in Q3 2020 and held it in 10 quarters. The position peaked at $1.8M in Q4 2021. 449 funds tracked by Wall St. Rank hold ZION as of Q1 2023.

Cascade Investment Advisors reported no remaining Zions Bancorporation position as of Q1 2023 after selling out during the quarter.
Cascade Investment Advisors sold 26,000 Zions Bancorporation shares in Q1 2023, an estimated $1.28M.
Cascade Investment Advisors first reported a position in Zions Bancorporation in Q3 2020 and held it in 10 quarters.
Cascade Investment Advisors's Zions Bancorporation position peaked at $1.8M in Q4 2021.
449 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2023.

Based on Cascade Investment Advisors's 13F filing for Q1 2023, filed 10 May 2023.