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Cornercap Investment Counsel’s Zions Bancorporation ZION Stock Holding History

Cornercap Investment Counsel’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
Q4 		– Sell
-10,799
Closed -$510K – 546
2024
Q3 		$510K Buy
+10,799
New +$511K 0.15% 240
2018
Q3 		– Sell
-7,830
Closed -$413K – 466
2018
Q2 		$413K Sell
7,830
-1,130
-13% -$62.4K 0.06% 366
2018
Q1 		$472K Sell
8,960
-45,845
-84% -$2.47M 0.07% 361
2017
Q4 		$2.79M Sell
54,805
-4,890
-8% -$234K 0.38% 85
2017
Q3 		$2.82M Buy
+59,695
New +$2.66M 0.4% 85

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cornercap Investment Counsel's ZION Position: Q4 2024 in Review

Cornercap Investment Counsel sold out of Zions Bancorporation (ZION) in Q4 2024, closing a stake of 10,799 shares — an estimated $510K sold.

Cornercap Investment Counsel first reported a position in ZION in Q3 2017 and held it in 5 quarters. The position peaked at $2.82M in Q3 2017. 473 funds tracked by Wall St. Rank hold ZION as of Q4 2024.

  • Cornercap Investment Counsel reported no remaining Zions Bancorporation position as of Q4 2024 after selling out during the quarter.
  • Cornercap Investment Counsel sold 10,799 Zions Bancorporation shares in Q4 2024, an estimated $510K.
  • Cornercap Investment Counsel first reported a position in Zions Bancorporation in Q3 2017 and held it in 5 quarters.
  • Cornercap Investment Counsel's Zions Bancorporation position peaked at $2.82M in Q3 2017.
  • 473 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2024.

Based on Cornercap Investment Counsel's 13F filing for Q4 2024, filed 12 Feb 2025.