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Cutler Group’s Zions Bancorporation ZION Stock Holding History

Cutler Group’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
Q1 		– Sell
-22,500
Closed -$3K – 3834
2023
Q4 		$3K Sell
22,500
-8,400
-27% -$303K ﹤0.01% 3029
2023
Q3 		$28K Sell
30,900
-34,800
-53% -$1.21M ﹤0.01% 1816
2023
Q2 		$93K Sell
65,700
-10,400
-14% -$288K 0.01% 955
2023
Q1 		$187K Buy
76,100
+76,000
+76,000% +$3.48M 0.02% 715
2022
Q4 		$1K Hold
100
– – ﹤0.01% 4205
2022
Q3 		$1K Hold
100
– – ﹤0.01% 4750
2022
Q2 		$1K Sell
100
-400
-80% -$22.7K ﹤0.01% 4783
2022
Q1 		$1K Buy
+500
New +$34.2K ﹤0.01% 5127
2021
Q4 		– Sell
-2,900
Closed -$3K – 6234
2021
Q3 		$3K Buy
+2,900
New +$159K ﹤0.01% 4893
2021
Q1 		– Sell
-13,400
Closed -$5K – 6424
2020
Q4 		$5K Buy
+13,400
New +$495K ﹤0.01% 3715
2020
Q2 		– Sell
-16,900
Closed -$40K – 5006
2020
Q1 		$40K Buy
+16,900
New +$696K ﹤0.01% 1875
2018
Q4 		– Sell
-4,700
Closed -$4K – 4698
2018
Q3 		$4K Buy
4,700
+2,300
+96% +$121K ﹤0.01% 3233
2018
Q2 		$3K Buy
+2,400
New +$132K ﹤0.01% 3448
2018
Q1 		– Sell
-4,500
Closed -$3K – 5360
2017
Q4 		$3K Buy
+4,500
New +$216K ﹤0.01% 4016
2017
Q3 		– Sell
-800
Closed -$3K – 6863
2017
Q2 		$3K Buy
+800
New +$32.9K ﹤0.01% 5349
2016
Q4 		– Sell
-12,700
Closed -$2K – 7462
2016
Q3 		$2K Sell
12,700
-1,600
-11% -$45.5K ﹤0.01% 5840
2016
Q2 		$9K Buy
14,300
+6,500
+83% +$172K ﹤0.01% 4319
2016
Q1 		$7K Buy
7,800
+6,800
+680% +$156K ﹤0.01% 4528
2015
Q4 		$1K Buy
+1,000
New +$28.7K ﹤0.01% 6135

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 $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Cutler Group's ZION Position: Q1 2024 in Review

Cutler Group sold out of Zions Bancorporation (ZION) in Q1 2024, closing a stake of 30,582 shares — an estimated $1.26M sold.

Cutler Group first reported a position in ZION in Q4 2015 and held it in 23 quarters. The position peaked at $2.39M in Q2 2017. 460 funds tracked by Wall St. Rank hold ZION as of Q1 2024.

  • Cutler Group reported no remaining Zions Bancorporation position as of Q1 2024 after selling out during the quarter.
  • Cutler Group sold 30,582 Zions Bancorporation shares in Q1 2024, an estimated $1.26M.
  • Cutler Group first reported a position in Zions Bancorporation in Q4 2015 and held it in 23 quarters.
  • Cutler Group's Zions Bancorporation position peaked at $2.39M in Q2 2017.
  • 460 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.