FMI
Fiduciary Management Inc’s Zions Bancorporation ZION Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138M | Buy |
2,651,014
+359,464
| +16% | +$18.7M | 1.32% | 38 |
|
|
2025
Q1 | $114M | Sell |
2,291,550
-1,836
| -0.1% | -$91.5K | 1.1% | 46 |
|
|
2024
Q4 | $124M | Sell |
2,293,386
-3,365
| -0.1% | -$183K | 1.16% | 44 |
|
|
2024
Q3 | $108M | Sell |
2,296,751
-3,086
| -0.1% | -$146K | 0.95% | 49 |
|
|
2024
Q2 | $99.7M | Buy |
2,299,837
+16,681
| +0.7% | +$723K | 0.93% | 52 |
|
|
2024
Q1 | $99.1M | Buy |
2,283,156
+35,351
| +2% | +$1.53M | 0.88% | 55 |
|
|
2023
Q4 | $98.6M | Buy |
2,247,805
+86,165
| +4% | +$3.78M | 0.92% | 48 |
|
|
2023
Q3 | $75.4M | Buy |
2,161,640
+37,257
| +2% | +$1.3M | 0.77% | 51 |
|
|
2023
Q2 | $57.1M | Buy |
2,124,383
+117,129
| +6% | +$3.15M | 0.58% | 55 |
|
|
2023
Q1 | $60.1M | Buy |
2,007,254
+514,845
| +34% | +$15.4M | 0.61% | 51 |
|
|
2022
Q4 | $73.4M | Sell |
1,492,409
-26,045
| -2% | -$1.28M | 0.74% | 50 |
|
|
2022
Q3 | $77.2M | Buy |
1,518,454
+1,993
| +0.1% | +$101K | 0.81% | 45 |
|
|
2022
Q2 | $77.2M | Sell |
1,516,461
-19,215
| -1% | -$978K | 0.73% | 48 |
|
|
2022
Q1 | $101M | Sell |
1,535,676
-224,336
| -13% | -$14.7M | 0.81% | 39 |
|
|
2021
Q4 | $111M | Sell |
1,760,012
-59,085
| -3% | -$3.73M | 0.82% | 37 |
|
|
2021
Q3 | $113M | Sell |
1,819,097
-3,114
| -0.2% | -$193K | 0.84% | 38 |
|
|
2021
Q2 | $96.3M | Sell |
1,822,211
-40,685
| -2% | -$2.15M | 0.71% | 40 |
|
|
2021
Q1 | $102M | Sell |
1,862,896
-247,069
| -12% | -$13.6M | 0.77% | 38 |
|
|
2020
Q4 | $91.7M | Sell |
2,109,965
-68,934
| -3% | -$2.99M | 0.69% | 40 |
|
|
2020
Q3 | $63.7M | Sell |
2,178,899
-145,473
| -6% | -$4.25M | 0.53% | 42 |
|
|
2020
Q2 | $79M | Sell |
2,324,372
-49,097
| -2% | -$1.67M | 0.66% | 38 |
|
|
2020
Q1 | $63.5M | Buy |
2,373,469
+509,307
| +27% | +$13.6M | 0.55% | 41 |
|
|
2019
Q4 | $96.8M | Buy |
1,864,162
+21,634
| +1% | +$1.12M | 0.6% | 43 |
|
|
2019
Q3 | $82M | Buy |
1,842,528
+437,568
| +31% | +$19.5M | 0.53% | 48 |
|
|
2019
Q2 | $64.6M | Buy |
1,404,960
+559,890
| +66% | +$25.7M | 0.41% | 52 |
|
|
2019
Q1 | $38.4M | Sell |
845,070
-16,916
| -2% | -$768K | 0.25% | 62 |
|
|
2018
Q4 | $35.1M | Sell |
861,986
-13,210
| -2% | -$538K | 0.25% | 61 |
|
|
2018
Q3 | $43.9M | Sell |
875,196
-20,535
| -2% | -$1.03M | 0.27% | 61 |
|
|
2018
Q2 | $47.2M | Sell |
895,731
-73,553
| -8% | -$3.88M | 0.3% | 60 |
|
|
2018
Q1 | $51.1M | Buy |
969,284
+106,928
| +12% | +$5.64M | 0.31% | 55 |
|
|
2017
Q4 | $43.8M | Sell |
862,356
-35,420
| -4% | -$1.8M | 0.27% | 58 |
|
|
2017
Q3 | $42.4M | Sell |
897,776
-5,496
| -0.6% | -$259K | 0.25% | 61 |
|
|
2017
Q2 | $39.7M | Sell |
903,272
-408,351
| -31% | -$17.9M | 0.24% | 61 |
|
|
2017
Q1 | $55.1M | Sell |
1,311,623
-21,385
| -2% | -$898K | 0.32% | 53 |
|
|
2016
Q4 | $57.4M | Buy |
1,333,008
+37,470
| +3% | +$1.61M | 0.35% | 56 |
|
|
2016
Q3 | $40.2M | Sell |
1,295,538
-46,100
| -3% | -$1.43M | 0.25% | 63 |
|
|
2016
Q2 | $33.7M | Sell |
1,341,638
-82,750
| -6% | -$2.08M | 0.21% | 64 |
|
|
2016
Q1 | $34.5M | Sell |
1,424,388
-125,765
| -8% | -$3.04M | 0.2% | 67 |
|
|
2015
Q4 | $42.3M | Sell |
1,550,153
-49,590
| -3% | -$1.35M | 0.24% | 60 |
|
|
2015
Q3 | $44.1M | Sell |
1,599,743
-9,610
| -0.6% | -$265K | 0.24% | 60 |
|
|
2015
Q2 | $51.1M | Sell |
1,609,353
-40,844
| -2% | -$1.3M | 0.27% | 54 |
|
|
2015
Q1 | $44.6M | Sell |
1,650,197
-11,485
| -0.7% | -$310K | 0.23% | 59 |
|
|
2014
Q4 | $47.4M | Sell |
1,661,682
-11,330
| -0.7% | -$323K | 0.24% | 57 |
|
|
2014
Q3 | $48.6M | Sell |
1,673,012
-3,905
| -0.2% | -$113K | 0.26% | 58 |
|
|
2014
Q2 | $49.4M | Buy |
1,676,917
+30,815
| +2% | +$908K | 0.26% | 54 |
|
|
2014
Q1 | $51M | Sell |
1,646,102
-8,443
| -0.5% | -$262K | 0.28% | 54 |
|
|
2013
Q4 | $49.6M | Sell |
1,654,545
-14,185
| -0.9% | -$425K | 0.26% | 51 |
|
|
2013
Q3 | $45.8M | Buy |
1,668,730
+446,265
| +37% | +$12.2M | 0.28% | 52 |
|
|
2013
Q2 | $35.3M | Buy |
+1,222,465
| New | +$35.3M | 0.22% | 55 |
|