CS
ZION icon

Credit Suisse’s Zions Bancorporation ZION Stock Holding History

Credit Suisse’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
2018
Q3 		– Sell
-432,100
Closed -$22.8M – 4026
2018
Q2 		$22.8M Buy
+432,100
New +$23.8M 0.02% 770
2018
Q1 		– Sell
-1,929,500
Closed -$98.1M – 4179
2017
Q4 		$98.1M Buy
1,929,500
+1,029,500
+114% +$49.3M 0.09% 227
2017
Q3 		$42.5M Buy
+900,000
New +$40M 0.04% 466

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Credit Suisse's ZION Position: Q1 2024 in Review

Credit Suisse reduced its Zions Bancorporation (ZION) stake by 3.2% in Q1 2024, selling an estimated $301K and leaving 219,367 shares worth $9.52M. The position accounts for 0.01% of the portfolio, ranked #928.

Credit Suisse first reported a position in ZION in Q2 2013 and has held it in 44 quarters since. The position peaked at $18.4M in Q4 2019. 460 funds tracked by Wall St. Rank hold ZION as of Q1 2024.

  • Credit Suisse held 219,367 shares of Zions Bancorporation worth $9.52M as of Q1 2024.
  • Credit Suisse sold 7,310 Zions Bancorporation shares in Q1 2024, an estimated $301K.
  • Zions Bancorporation made up 0.01% of Credit Suisse's portfolio in Q1 2024, its #928 holding.
  • Credit Suisse first reported a position in Zions Bancorporation in Q2 2013 and has held it in 44 quarters since.
  • Credit Suisse's Zions Bancorporation position peaked at $18.4M in Q4 2019.
  • 460 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.