E
ZION icon

Ergoteles’s Zions Bancorporation ZION Stock Holding History

Ergoteles’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
Q2 		– Sell
-27,849
Closed -$834K – 1590
2023
Q1 		$834K Buy
+27,849
New +$1.27M 0.03% 561
2022
Q4 		– Sell
-16,167
Closed -$822K – 1957
2022
Q3 		$822K Buy
16,167
+5,934
+58% +$325K 0.03% 567
2022
Q2 		$521K Sell
10,233
-68,591
-87% -$3.9M 0.02% 819
2022
Q1 		$5.17M Buy
78,824
+26,463
+51% +$1.81M 0.2% 125
2021
Q4 		$3.31M Buy
+52,361
New +$3.34M 0.13% 166
2021
Q2 		– Sell
-46,984
Closed -$2.58M – 1723
2021
Q1 		$2.58M Sell
46,984
-15,171
-24% -$781K 0.08% 246
2020
Q4 		$2.7M Buy
+62,155
New +$2.3M 0.09% 217

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return