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Disciplined Investments’s Zions Bancorporation ZION Stock Holding History

Disciplined Investments’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
Q2 		– Sell
-33
Closed -$988 – 1733
2023
Q1 		$988 Buy
33
+6
+22% +$275 ﹤0.01% 962
2022
Q4 		$1.33K Sell
27
-10
-27% -$500 ﹤0.01% 776
2022
Q3 		$2K Buy
37
+2
+6% +$109 ﹤0.01% 749
2022
Q2 		$2K Hold
35
– – ﹤0.01% 768
2022
Q1 		$2K Buy
+35
New +$2.39K ﹤0.01% 824

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Disciplined Investments's ZION Position: Q2 2023 in Review

Disciplined Investments sold out of Zions Bancorporation (ZION) in Q2 2023, closing a stake of 33 shares — an estimated $988 sold.

Disciplined Investments first reported a position in ZION in Q1 2022 and held it in 5 quarters. The position peaked at $2K in Q3 2022. 422 funds tracked by Wall St. Rank hold ZION as of Q2 2023.

  • Disciplined Investments reported no remaining Zions Bancorporation position as of Q2 2023 after selling out during the quarter.
  • Disciplined Investments sold 33 Zions Bancorporation shares in Q2 2023, an estimated $988.
  • Disciplined Investments first reported a position in Zions Bancorporation in Q1 2022 and held it in 5 quarters.
  • Disciplined Investments's Zions Bancorporation position peaked at $2K in Q3 2022.
  • 422 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2023.

Based on Disciplined Investments's 13F filing for Q2 2023, filed 10 Jul 2023.