EARNEST Partners’s Zions Bancorporation ZION Stock Holding History

EARNEST Partners’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	-75	Closed	-$2.62K	–	1122
2023 Q3	$2.62K	Hold	75	–	–	﹤0.01%	955
2023 Q2	$2.02K	Hold	75	–	–	﹤0.01%	991
2023 Q1	$2.25K	Hold	75	–	–	﹤0.01%	974
2022 Q4	$3.69K	Hold	75	–	–	﹤0.01%	869
2022 Q3	$4K	Hold	75	–	–	﹤0.01%	852
2022 Q2	$4K	Hold	75	–	–	﹤0.01%	884
2022 Q1	$5K	Hold	75	–	–	﹤0.01%	867
2021 Q4	$5K	Hold	75	–	–	﹤0.01%	880
2021 Q3	$5K	Hold	75	–	–	﹤0.01%	876
2021 Q2	$4K	Hold	75	–	–	﹤0.01%	944
2021 Q1	$4K	Hold	75	–	–	﹤0.01%	935
2020 Q4	$3K	Hold	75	–	–	﹤0.01%	975
2020 Q3	$2K	Hold	75	–	–	﹤0.01%	1001
2020 Q2	$3K	Hold	75	–	–	﹤0.01%	899
2020 Q1	$2K	Hold	75	–	–	﹤0.01%	933
2019 Q4	$4K	Hold	75	–	–	﹤0.01%	874
2019 Q3	$3K	Hold	75	–	–	﹤0.01%	936
2019 Q2	$3K	Hold	75	–	–	﹤0.01%	952
2019 Q1	$3K	Hold	75	–	–	﹤0.01%	950
2018 Q4	$3K	Hold	75	–	–	﹤0.01%	913
2018 Q3	$4K	Hold	75	–	–	﹤0.01%	885
2018 Q2	$4K	Hold	75	–	–	﹤0.01%	881
2018 Q1	$4K	Hold	75	–	–	﹤0.01%	856
2017 Q4	$4K	Buy	+75	New	+$3.59K	﹤0.01%	851
2017 Q1	–	Sell	-75	Closed	-$3K	–	933
2016 Q4	$3K	Buy	+75	New	+$2.76K	﹤0.01%	861

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

EARNEST Partners's ZION Position: Q4 2023 in Review

EARNEST Partners sold out of Zions Bancorporation (ZION) in Q4 2023, closing a stake of 75 shares — an estimated $2.62K sold.

EARNEST Partners first reported a position in ZION in Q4 2016 and held it in 25 quarters. The position peaked at $5K in Q1 2022. 471 funds tracked by Wall St. Rank hold ZION as of Q4 2023.

EARNEST Partners reported no remaining Zions Bancorporation position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 75 Zions Bancorporation shares in Q4 2023, an estimated $2.62K.
EARNEST Partners first reported a position in Zions Bancorporation in Q4 2016 and held it in 25 quarters.
EARNEST Partners's Zions Bancorporation position peaked at $5K in Q1 2022.
471 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.