Enterprise Financial Services Corp (EFSC)’s Zions Bancorporation ZION Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2021 Q3	–	Sell	-345	Closed	-$18K	–	1245
2021 Q2	$18K	Hold	345	–	–	﹤0.01%	613
2021 Q1	$19K	Hold	345	–	–	﹤0.01%	610
2020 Q4	$15K	Hold	345	–	–	﹤0.01%	631
2020 Q3	$10K	Hold	345	–	–	﹤0.01%	705
2020 Q2	$12K	Buy	345 +64	+23%	+$2.03K	﹤0.01%	665
2020 Q1	$8K	Buy	281 +239	+569%	+$9.84K	﹤0.01%	702
2019 Q4	$2K	Hold	42	–	–	﹤0.01%	1030
2019 Q3	$2K	Hold	42	–	–	﹤0.01%	1022
2019 Q2	$2K	Hold	42	–	–	﹤0.01%	1068
2019 Q1	$2K	Hold	42	–	–	﹤0.01%	1076
2018 Q4	$2K	Hold	42	–	–	﹤0.01%	854
2018 Q3	$2K	Hold	42	–	–	﹤0.01%	952
2018 Q2	$2K	Hold	42	–	–	﹤0.01%	883
2018 Q1	$2K	Hold	42	–	–	﹤0.01%	859
2017 Q4	$2K	Hold	42	–	–	﹤0.01%	835
2017 Q3	$2K	Hold	42	–	–	﹤0.01%	849
2017 Q2	$2K	Hold	42	–	–	﹤0.01%	855
2017 Q1	$2K	Hold	42	–	–	﹤0.01%	969
2016 Q4	$2K	Hold	42	–	–	﹤0.01%	956
2016 Q3	$1K	Hold	42	–	–	﹤0.01%	976
2016 Q2	$1K	Hold	42	–	–	﹤0.01%	959
2016 Q1	$1K	Hold	42	–	–	﹤0.01%	1006
2015 Q4	$1K	Hold	42	–	–	﹤0.01%	1065
2015 Q3	$1K	Hold	42	–	–	﹤0.01%	1038
2015 Q2	$1K	Sell	42 -120	-74%	-$3.53K	﹤0.01%	1037
2015 Q1	$4K	Buy	162 +38	+31%	+$995	﹤0.01%	882
2014 Q4	$4K	Sell	124 -30	-19%	-$846	﹤0.01%	880
2014 Q3	$4K	Hold	154	–	–	﹤0.01%	850
2014 Q2	$5K	Hold	154	–	–	﹤0.01%	832
2014 Q1	$5K	Buy	154 +30	+24%	+$911	﹤0.01%	831
2013 Q4	$4K	Hold	124	–	–	﹤0.01%	851
2013 Q3	$3K	Hold	124	–	–	﹤0.01%	924
2013 Q2	$4K	Buy	+124	New	+$3.24K	﹤0.01%	703

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Enterprise Financial Services Corp (EFSC)'s ZION Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of Zions Bancorporation (ZION) in Q3 2021, closing a stake of 345 shares — an estimated $18K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in ZION in Q2 2013 and held it in 33 quarters. The position peaked at $19K in Q1 2021. 443 funds tracked by Wall St. Rank hold ZION as of Q3 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining Zions Bancorporation position as of Q3 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 345 Zions Bancorporation shares in Q3 2021, an estimated $18K.
Enterprise Financial Services Corp (EFSC) first reported a position in Zions Bancorporation in Q2 2013 and held it in 33 quarters.
Enterprise Financial Services Corp (EFSC)'s Zions Bancorporation position peaked at $19K in Q1 2021.
443 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.