Donoghue Forlines’s Zions Bancorporation ZION Stock Holding History

Donoghue Forlines’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 Q4	–	Sell	-21,092	Closed	-$736K	–	263
2023 Q3	$736K	Buy	+21,092	New	+$735K	0.26%	108

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Donoghue Forlines's ZION Position: Q4 2023 in Review

Donoghue Forlines sold out of Zions Bancorporation (ZION) in Q4 2023, closing a stake of 21,092 shares — an estimated $736K sold.

Donoghue Forlines first reported a position in ZION in Q3 2023 and held it in 1 quarter. The position peaked at $736K in Q3 2023. 471 funds tracked by Wall St. Rank hold ZION as of Q4 2023.

Donoghue Forlines reported no remaining Zions Bancorporation position as of Q4 2023 after selling out during the quarter.
Donoghue Forlines sold 21,092 Zions Bancorporation shares in Q4 2023, an estimated $736K.
Donoghue Forlines first reported a position in Zions Bancorporation in Q3 2023 and held it in 1 quarter.
Donoghue Forlines's Zions Bancorporation position peaked at $736K in Q3 2023.
471 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2023.

Based on Donoghue Forlines's 13F filing for Q4 2023, filed 7 Feb 2024.