CCMG
ZION icon

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 – 400
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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return