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Cowen and Company’s Zions Bancorporation ZION Stock Holding History

Cowen and Company’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
2021
Q4 		– Sell
-12,422
Closed -$769K – 776
2021
Q3 		$769K Sell
12,422
-1,832
-13% -$101K 0.04% 167
2021
Q2 		$753K Sell
14,254
-2,163
-13% -$121K 0.04% 150
2021
Q1 		$902K Buy
16,417
+3,076
+23% +$158K 0.06% 147
2020
Q4 		$580K Buy
+13,341
New +$493K 0.05% 106

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cowen and Company's ZION Position: Q4 2021 in Review

Cowen and Company sold out of Zions Bancorporation (ZION) in Q4 2021, closing a stake of 12,422 shares — an estimated $769K sold.

Cowen and Company first reported a position in ZION in Q4 2020 and held it in 4 quarters. The position peaked at $902K in Q1 2021. 473 funds tracked by Wall St. Rank hold ZION as of Q4 2021.

  • Cowen and Company reported no remaining Zions Bancorporation position as of Q4 2021 after selling out during the quarter.
  • Cowen and Company sold 12,422 Zions Bancorporation shares in Q4 2021, an estimated $769K.
  • Cowen and Company first reported a position in Zions Bancorporation in Q4 2020 and held it in 4 quarters.
  • Cowen and Company's Zions Bancorporation position peaked at $902K in Q1 2021.
  • 473 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2021.

Based on Cowen and Company's 13F filing for Q4 2021, filed 14 Feb 2022.