Clark Capital Management Group’s Zions Bancorporation ZION Stock Holding History

Clark Capital Management Group’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	-536,130	Closed	-$27.3M	–	399
2022 Q3	$27.3M	Buy	536,130 +18,927	+4%	+$1.04M	0.36%	83
2022 Q2	$26.3M	Sell	517,203 -103,045	-17%	-$5.86M	0.35%	86
2022 Q1	$40.7M	Buy	+620,248	New	+$42.4M	0.45%	54
2019 Q3	–	Sell	-391,228	Closed	-$18M	–	332
2019 Q2	$18M	Sell	391,228 -198,371	-34%	-$9.18M	0.38%	103
2019 Q1	$26.8M	Buy	589,599 +572,650	+3,379%	+$27.3M	0.64%	59
2018 Q4	$691K	Buy	+16,949	New	+$790K	0.02%	213
2018 Q3	–	Sell	-105,431	Closed	-$5.55M	–	311
2018 Q2	$5.55M	Buy	+105,431	New	+$5.82M	0.16%	117

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

Clark Capital Management Group's ZION Position: Q4 2022 in Review

Clark Capital Management Group sold out of Zions Bancorporation (ZION) in Q4 2022, closing a stake of 536,130 shares — an estimated $27.3M sold.

Clark Capital Management Group first reported a position in ZION in Q2 2018 and held it in 7 quarters. The position peaked at $40.7M in Q1 2022. 493 funds tracked by Wall St. Rank hold ZION as of Q4 2022.

Clark Capital Management Group reported no remaining Zions Bancorporation position as of Q4 2022 after selling out during the quarter.
Clark Capital Management Group sold 536,130 Zions Bancorporation shares in Q4 2022, an estimated $27.3M.
Clark Capital Management Group first reported a position in Zions Bancorporation in Q2 2018 and held it in 7 quarters.
Clark Capital Management Group's Zions Bancorporation position peaked at $40.7M in Q1 2022.
493 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2022.

Based on Clark Capital Management Group's 13F filing for Q4 2022, filed 14 Feb 2023.