FIM
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Freedom Investment Management’s Zions Bancorporation ZION Stock Holding History

Freedom Investment Management’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
Q3 		– Sell
-12,562
Closed -$337K – 767
2023
Q2 		$337K Buy
12,562
+3,966
+46% +$110K 0.04% 504
2023
Q1 		$257K Sell
8,596
-3,683
-30% -$169K 0.03% 592
2022
Q4 		$604K Sell
12,279
-682
-5% -$34.1K 0.07% 353
2022
Q3 		$659K Sell
12,961
-741
-5% -$40.5K 0.08% 337
2022
Q2 		$697K Buy
+13,702
New +$779K 0.07% 339
2022
Q1 		– Sell
-3,304
Closed -$209K – 969
2021
Q4 		$209K Sell
3,304
-168
-5% -$10.7K 0.02% 799
2021
Q3 		$215K Buy
+3,472
New +$191K 0.02% 745
2020
Q2 		– Sell
-4,960
Closed -$229K – 699
2020
Q1 		$229K Sell
4,960
-30
-0.6% -$1.24K 0.02% 593
2019
Q4 		$259K Sell
4,990
-258
-5% -$12.5K 0.02% 540
2019
Q3 		$234K Sell
5,248
-2,491
-32% -$108K 0.02% 587
2019
Q2 		$356K Sell
7,739
-417
-5% -$19.3K 0.03% 461
2019
Q1 		$370K Sell
8,156
-2,249
-22% -$107K 0.03% 457
2018
Q4 		$424K Sell
10,405
-1,648
-14% -$76.8K 0.03% 468
2018
Q3 		$650K Buy
12,053
+3,093
+35% +$163K 0.04% 438
2018
Q2 		$472K Buy
+8,960
New +$495K 0.03% 580
2017
Q4 		– Sell
-6,389
Closed -$301K – 1187
2017
Q3 		$301K Buy
6,389
+580
+10% +$25.8K 0.02% 852
2017
Q2 		$255K Sell
5,809
-1,133
-16% -$46.7K 0.01% 874
2017
Q1 		$292K Buy
+6,942
New +$302K 0.02% 784

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Freedom Investment Management's ZION Position: Q3 2023 in Review

Freedom Investment Management sold out of Zions Bancorporation (ZION) in Q3 2023, closing a stake of 12,562 shares — an estimated $337K sold.

Freedom Investment Management first reported a position in ZION in Q1 2017 and held it in 18 quarters. The position peaked at $697K in Q2 2022. 428 funds tracked by Wall St. Rank hold ZION as of Q3 2023.

  • Freedom Investment Management reported no remaining Zions Bancorporation position as of Q3 2023 after selling out during the quarter.
  • Freedom Investment Management sold 12,562 Zions Bancorporation shares in Q3 2023, an estimated $337K.
  • Freedom Investment Management first reported a position in Zions Bancorporation in Q1 2017 and held it in 18 quarters.
  • Freedom Investment Management's Zions Bancorporation position peaked at $697K in Q2 2022.
  • 428 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2023.

Based on Freedom Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.