DLA
ZION icon

Douglas Lane & Associates’s Zions Bancorporation ZION Stock Holding History

Douglas Lane & Associates’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
Q3 		– Sell
-5,710
Closed -$248K – 241
2024
Q2 		$248K Hold
5,710
– – ﹤0.01% 211
2024
Q1 		$248K Sell
5,710
-160
-3% -$6.6K ﹤0.01% 221
2023
Q4 		$258K Sell
5,870
-100
-2% -$3.61K ﹤0.01% 218
2023
Q3 		$208K Buy
+5,970
New +$208K ﹤0.01% 224
2023
Q1 		– Sell
-9,859
Closed -$485K – 233
2022
Q4 		$485K Sell
9,859
-26,566
-73% -$1.33M 0.01% 177
2022
Q3 		$1.85M Sell
36,425
-5,515
-13% -$302K 0.03% 133
2022
Q2 		$2.13M Sell
41,940
-632
-1% -$35.9K 0.04% 132
2022
Q1 		$2.79M Sell
42,572
-5,075
-11% -$347K 0.04% 131
2021
Q4 		$3.01M Sell
47,647
-8,775
-16% -$560K 0.04% 130
2021
Q3 		$3.49M Sell
56,422
-10,565
-16% -$580K 0.05% 128
2021
Q2 		$3.54M Sell
66,987
-1,878
-3% -$105K 0.05% 122
2021
Q1 		$3.79M Sell
68,865
-2,960
-4% -$152K 0.06% 120
2020
Q4 		$3.12M Buy
71,825
+4,025
+6% +$149K 0.05% 119
2020
Q3 		$1.98M Buy
67,800
+12,325
+22% +$397K 0.04% 123
2020
Q2 		$1.89M Sell
55,475
-79,953
-59% -$2.53M 0.04% 121
2020
Q1 		$3.62M Sell
135,428
-63,614
-32% -$2.62M 0.1% 105
2019
Q4 		$10.3M Sell
199,042
-14,365
-7% -$697K 0.19% 97
2019
Q3 		$9.5M Sell
213,407
-31,781
-13% -$1.37M 0.19% 101
2019
Q2 		$11.3M Buy
245,188
+11,129
+5% +$515K 0.22% 99
2019
Q1 		$10.6M Buy
234,059
+2,488
+1% +$119K 0.22% 96
2018
Q4 		$9.43M Sell
231,571
-8,341
-3% -$389K 0.22% 98
2018
Q3 		$12M Buy
239,912
+4,214
+2% +$223K 0.24% 91
2018
Q2 		$12.4M Buy
235,698
+40
+0% +$2.21K 0.26% 90
2018
Q1 		$12.4M Sell
235,658
-330
-0.1% -$17.8K 0.27% 91
2017
Q4 		$12M Sell
235,988
-5,437
-2% -$260K 0.25% 93
2017
Q3 		$11.4M Buy
241,425
+2,146
+0.9% +$95.5K 0.26% 89
2017
Q2 		$10.5M Buy
239,279
+18,270
+8% +$752K 0.25% 92
2017
Q1 		$9.28M Buy
221,009
+730
+0.3% +$31.7K 0.23% 97
2016
Q4 		$9.48M Buy
+220,279
New +$8.12M 0.24% 97

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Douglas Lane & Associates's ZION Position: Q3 2024 in Review

Douglas Lane & Associates sold out of Zions Bancorporation (ZION) in Q3 2024, closing a stake of 5,710 shares — an estimated $248K sold.

Douglas Lane & Associates first reported a position in ZION in Q4 2016 and held it in 29 quarters. The position peaked at $12.4M in Q1 2018. 470 funds tracked by Wall St. Rank hold ZION as of Q3 2024.

  • Douglas Lane & Associates reported no remaining Zions Bancorporation position as of Q3 2024 after selling out during the quarter.
  • Douglas Lane & Associates sold 5,710 Zions Bancorporation shares in Q3 2024, an estimated $248K.
  • Douglas Lane & Associates first reported a position in Zions Bancorporation in Q4 2016 and held it in 29 quarters.
  • Douglas Lane & Associates's Zions Bancorporation position peaked at $12.4M in Q1 2018.
  • 470 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2024.

Based on Douglas Lane & Associates's 13F filing for Q3 2024, filed 10 Oct 2024.