CT
ZION icon

Columbia Trust’s Zions Bancorporation ZION Stock Holding History

Columbia 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
2023
Q1 		– Sell
-24,044
Closed -$1.18M – 139
2022
Q4 		$1.18M Sell
24,044
-4,281
-15% -$214K 0.66% 43
2022
Q3 		$1.44M Buy
28,325
+2,535
+10% +$139K 0.81% 33
2022
Q2 		$1.31M Sell
25,790
-27
-0.1% -$1.53K 0.71% 39
2022
Q1 		$1.62M Buy
25,817
+7,091
+38% +$485K 0.76% 34
2021
Q4 		$1.16M Hold
18,726
– – 0.61% 50
2021
Q3 		$1.16M Buy
18,726
+1,143
+7% +$62.8K 0.61% 50
2021
Q2 		$929K Buy
17,583
+6,239
+55% +$349K 0.53% 57
2021
Q1 		$622K Buy
+11,344
New +$584K 0.39% 75

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

Columbia Trust's ZION Position: Q1 2023 in Review

Columbia Trust sold out of Zions Bancorporation (ZION) in Q1 2023, closing a stake of 24,044 shares — an estimated $1.18M sold.

Columbia Trust first reported a position in ZION in Q1 2021 and held it in 8 quarters. The position peaked at $1.62M in Q1 2022. 448 funds tracked by Wall St. Rank hold ZION as of Q1 2023.

  • Columbia Trust reported no remaining Zions Bancorporation position as of Q1 2023 after selling out during the quarter.
  • Columbia Trust sold 24,044 Zions Bancorporation shares in Q1 2023, an estimated $1.18M.
  • Columbia Trust first reported a position in Zions Bancorporation in Q1 2021 and held it in 8 quarters.
  • Columbia Trust's Zions Bancorporation position peaked at $1.62M in Q1 2022.
  • 448 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2023.

Based on Columbia Trust's 13F filing for Q1 2023, filed 11 Apr 2023.