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Enlightenment Research’s Zions Bancorporation ZION Stock Holding History

Enlightenment Research’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
2022
Q2 		– Sell
-3,800
Closed -$249K – 188
2022
Q1 		$249K Buy
+3,800
New +$260K 0.33% 98
2019
Q1 		– Sell
-3,000
Closed -$122K – 697
2018
Q4 		$122K Buy
+3,000
New +$140K 0.15% 143

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Enlightenment Research's ZION Position: Q2 2022 in Review

Enlightenment Research sold out of Zions Bancorporation (ZION) in Q2 2022, closing a stake of 3,800 shares — an estimated $249K sold.

Enlightenment Research first reported a position in ZION in Q4 2018 and held it in 2 quarters. The position peaked at $249K in Q1 2022. 490 funds tracked by Wall St. Rank hold ZION as of Q2 2022.

  • Enlightenment Research reported no remaining Zions Bancorporation position as of Q2 2022 after selling out during the quarter.
  • Enlightenment Research sold 3,800 Zions Bancorporation shares in Q2 2022, an estimated $249K.
  • Enlightenment Research first reported a position in Zions Bancorporation in Q4 2018 and held it in 2 quarters.
  • Enlightenment Research's Zions Bancorporation position peaked at $249K in Q1 2022.
  • 490 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2022.

Based on Enlightenment Research's 13F filing for Q2 2022, filed 12 Aug 2022.