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Greenwich Investment Management’s Zions Bancorporation ZION Stock Holding History

Greenwich 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
2022
Q4 		– Sell
-37,180
Closed -$1.89M – 51
2022
Q3 		$1.89M Sell
37,180
-2,550
-6% -$139K 1.48% 21
2022
Q2 		$2.02M Sell
39,730
-590
-1% -$33.5K 1.45% 21
2022
Q1 		$2.64M Sell
40,320
-3,785
-9% -$259K 1.59% 19
2021
Q4 		$2.79M Buy
+44,105
New +$2.82M 1.89% 17

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Greenwich Investment Management's ZION Position: Q4 2022 in Review

Greenwich Investment Management sold out of Zions Bancorporation (ZION) in Q4 2022, closing a stake of 37,180 shares — an estimated $1.89M sold.

Greenwich Investment Management first reported a position in ZION in Q4 2021 and held it in 4 quarters. The position peaked at $2.79M in Q4 2021. 493 funds tracked by Wall St. Rank hold ZION as of Q4 2022.

  • Greenwich Investment Management reported no remaining Zions Bancorporation position as of Q4 2022 after selling out during the quarter.
  • Greenwich Investment Management sold 37,180 Zions Bancorporation shares in Q4 2022, an estimated $1.89M.
  • Greenwich Investment Management first reported a position in Zions Bancorporation in Q4 2021 and held it in 4 quarters.
  • Greenwich Investment Management's Zions Bancorporation position peaked at $2.79M in Q4 2021.
  • 493 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2022.

Based on Greenwich Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.