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Desjardins Global Asset Management’s Zions Bancorporation ZION Stock Holding History

Desjardins Global Asset Management’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
2023
Q3 		– Sell
-1,713
Closed -$46K – 725
2023
Q2 		$46K Buy
1,713
+1,242
+264% +$34.5K 0.01% 538
2023
Q1 		$14K Buy
+471
New +$21.6K ﹤0.01% 606

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Desjardins Global Asset Management's ZION Position: Q3 2023 in Review

Desjardins Global Asset Management sold out of Zions Bancorporation (ZION) in Q3 2023, closing a stake of 1,713 shares — an estimated $46K sold.

Desjardins Global Asset Management first reported a position in ZION in Q1 2023 and held it in 2 quarters. The position peaked at $46K in Q2 2023. 427 funds tracked by Wall St. Rank hold ZION as of Q3 2023.

  • Desjardins Global Asset Management reported no remaining Zions Bancorporation position as of Q3 2023 after selling out during the quarter.
  • Desjardins Global Asset Management sold 1,713 Zions Bancorporation shares in Q3 2023, an estimated $46K.
  • Desjardins Global Asset Management first reported a position in Zions Bancorporation in Q1 2023 and held it in 2 quarters.
  • Desjardins Global Asset Management's Zions Bancorporation position peaked at $46K in Q2 2023.
  • 427 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2023.

Based on Desjardins Global Asset Management's 13F filing for Q3 2023, filed 8 Nov 2023.