Eudaimonia Advisors’s Zions Bancorporation ZION Stock Holding History

Eudaimonia Advisors’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	-21,622	Closed	-$647K	–	157
2023 Q1	$647K	Buy	+21,622	New	+$990K	0.44%	69

Other funds holding ZION

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Eudaimonia Advisors's ZION Position: Q2 2023 in Review

Eudaimonia Advisors sold out of Zions Bancorporation (ZION) in Q2 2023, closing a stake of 21,622 shares — an estimated $647K sold.

Eudaimonia Advisors first reported a position in ZION in Q1 2023 and held it in 1 quarter. The position peaked at $647K in Q1 2023. 421 funds tracked by Wall St. Rank hold ZION as of Q2 2023.

Eudaimonia Advisors reported no remaining Zions Bancorporation position as of Q2 2023 after selling out during the quarter.
Eudaimonia Advisors sold 21,622 Zions Bancorporation shares in Q2 2023, an estimated $647K.
Eudaimonia Advisors first reported a position in Zions Bancorporation in Q1 2023 and held it in 1 quarter.
Eudaimonia Advisors's Zions Bancorporation position peaked at $647K in Q1 2023.
421 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2023.

Based on Eudaimonia Advisors's 13F filing for Q2 2023, filed 19 Jul 2023.