E. Ohman J:or Asset Management’s Zions Bancorporation ZION Stock Holding History

E. Ohman J:or 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
2020 Q4	–	Sell	-2,400	Closed	-$70.1K	–	449
2020 Q3	$70.1K	Hold	2,400	–	–	﹤0.01%	429
2020 Q2	$81.6K	Hold	2,400	–	–	﹤0.01%	427
2020 Q1	$64.2K	Sell	2,400 -3,000	-56%	-$124K	﹤0.01%	435
2019 Q4	$280K	Hold	5,400	–	–	0.02%	381
2019 Q3	$240K	Hold	5,400	–	–	0.02%	334
2019 Q2	$248K	Hold	5,400	–	–	0.02%	337
2019 Q1	$245K	Buy	+5,400	New	+$258K	0.02%	331
2018 Q2	–	Sell	-5,300	Closed	-$279K	–	536
2018 Q1	$279K	Hold	5,300	–	–	0.02%	384
2017 Q4	$269K	Hold	5,300	–	–	0.02%	430
2017 Q3	$250K	Hold	5,300	–	–	0.02%	405
2017 Q2	$233K	Buy	+5,300	New	+$218K	0.02%	402

Other funds holding ZION

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

E. Ohman J:or Asset Management's ZION Position: Q4 2020 in Review

E. Ohman J:or Asset Management sold out of Zions Bancorporation (ZION) in Q4 2020, closing a stake of 2,400 shares — an estimated $70.1K sold.

E. Ohman J:or Asset Management first reported a position in ZION in Q2 2017 and held it in 11 quarters. The position peaked at $280K in Q4 2019. 432 funds tracked by Wall St. Rank hold ZION as of Q4 2020.

E. Ohman J:or Asset Management reported no remaining Zions Bancorporation position as of Q4 2020 after selling out during the quarter.
E. Ohman J:or Asset Management sold 2,400 Zions Bancorporation shares in Q4 2020, an estimated $70.1K.
E. Ohman J:or Asset Management first reported a position in Zions Bancorporation in Q2 2017 and held it in 11 quarters.
E. Ohman J:or Asset Management's Zions Bancorporation position peaked at $280K in Q4 2019.
432 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2020.

Based on E. Ohman J:or Asset Management's 13F filing for Q4 2020, filed 5 Apr 2024.