DZ Bank

DZ Bank’s Zions Bancorporation ZION Stock Holding History

DZ Bank’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 Q1	–	Sell	-23,872	Closed	-$1.17M	–	1133
2022 Q4	$1.17M	Hold	23,872	–	–	﹤0.01%	669
2022 Q3	$1.21M	Buy	23,872 +6,941	+41%	+$380K	﹤0.01%	659
2022 Q2	$862K	Sell	16,931 -1,572	-8%	-$89.3K	﹤0.01%	729
2022 Q1	$1.21M	Buy	+18,503	New	+$1.27M	﹤0.01%	701
2020 Q4	–	Sell	-2,466	Closed	-$72.1K	–	913
2020 Q3	$72.1K	Buy	2,466 +1,242	+101%	+$40K	﹤0.01%	779
2020 Q2	$41.6K	Hold	1,224	–	–	﹤0.01%	786
2020 Q1	$32.8K	Buy	+1,224	New	+$50.4K	﹤0.01%	776
2019 Q4	–	Sell	-6,179	Closed	-$275K	–	805
2019 Q3	$275K	Hold	6,179	–	–	﹤0.01%	644
2019 Q2	$284K	Hold	6,179	–	–	﹤0.01%	640
2019 Q1	$280K	Sell	6,179 -3,245	-34%	-$155K	﹤0.01%	632
2018 Q4	$381K	Sell	9,424 -8,281	-47%	-$386K	﹤0.01%	608
2018 Q3	$887K	Buy	17,705 +15,260	+624%	+$806K	﹤0.01%	542
2018 Q2	$129K	Sell	2,445 -2,561	-51%	-$141K	﹤0.01%	779
2018 Q1	$264K	Buy	+5,006	New	+$269K	﹤0.01%	886

Other funds holding ZION

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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