Connor, Clark & Lunn Investment Management (CC&L)
ZION icon

Connor, Clark & Lunn Investment Management (CC&L)’s Zions Bancorporation ZION Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
2024
Q2 		– Sell
-8,079
Closed -$351K – 1734
2024
Q1 		$351K Buy
+8,079
New +$333K ﹤0.01% 1216
2023
Q4 		– Sell
-8,979
Closed -$313K – 1588
2023
Q3 		$313K Sell
8,979
-20,440
-69% -$713K ﹤0.01% 1127
2023
Q2 		$790K Sell
29,419
-9,268
-24% -$257K ﹤0.01% 864
2023
Q1 		$1.16M Buy
38,687
+12,994
+51% +$595K 0.01% 676
2022
Q4 		$1.26M Buy
+25,693
New +$1.29M 0.01% 656
2021
Q2 		– Sell
-148,291
Closed -$8.15M – 1130
2021
Q1 		$8.15M Buy
148,291
+90,194
+155% +$4.64M 0.05% 276
2020
Q4 		$2.52M Buy
+58,097
New +$2.15M 0.01% 460
2020
Q3 		– Sell
-234,743
Closed -$7.98M – 1149
2020
Q2 		$7.98M Buy
234,743
+35,368
+18% +$1.12M 0.06% 228
2020
Q1 		$5.33M Buy
+199,375
New +$8.21M 0.05% 235
2018
Q3 		– Sell
-17,525
Closed -$923K – 1129
2018
Q2 		$923K Buy
+17,525
New +$967K 0.01% 633
2017
Q3 		– Sell
-31,275
Closed -$1.37M – 934
2017
Q2 		$1.37M Buy
+31,275
New +$1.29M 0.01% 448

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s ZION Position: Q2 2024 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Zions Bancorporation (ZION) in Q2 2024, closing a stake of 8,079 shares — an estimated $351K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in ZION in Q2 2017 and held it in 11 quarters. The position peaked at $8.15M in Q1 2021. 430 funds tracked by Wall St. Rank hold ZION as of Q2 2024.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Zions Bancorporation position as of Q2 2024 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 8,079 Zions Bancorporation shares in Q2 2024, an estimated $351K.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Zions Bancorporation in Q2 2017 and held it in 11 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Zions Bancorporation position peaked at $8.15M in Q1 2021.
  • 430 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2024.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2024, filed 9 Aug 2024.