Hancock Whitney’s Zions Bancorporation ZION Stock Holding History

Hancock Whitney’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 Q1	–	Sell	-4,899	Closed	-$241K	–	663
2022 Q4	$241K	Sell	4,899 -26,380	-84%	-$1.32M	0.01%	570
2022 Q3	$1.59M	Buy	31,279 +206	+0.7%	+$11.3K	0.07%	227
2022 Q2	$1.58M	Sell	31,073 -473	-1%	-$26.9K	0.06%	237
2022 Q1	$2.07M	Buy	31,546 +2,270	+8%	+$155K	0.07%	222
2021 Q4	$1.85M	Sell	29,276 -380	-1%	-$24.3K	0.06%	254
2021 Q3	$1.84M	Sell	29,656 -2,996	-9%	-$165K	0.06%	243
2021 Q2	$1.73M	Buy	32,652 +26,153	+402%	+$1.46M	0.06%	313
2021 Q1	$357K	Sell	6,499 -33	-0.5%	-$1.7K	0.01%	615
2020 Q4	$284K	Buy	+6,532	New	+$242K	0.01%	657
2019 Q3	–	Sell	-24,410	Closed	-$1.12M	–	892
2019 Q2	$1.12M	Sell	24,410 -74	-0.3%	-$3.42K	0.04%	438
2019 Q1	$1.11M	Buy	24,484 +726	+3%	+$34.6K	0.04%	442
2018 Q4	$968K	Buy	23,758 +1,973	+9%	+$92K	0.03%	432
2018 Q3	$1.09M	Hold	21,785	–	–	0.03%	463
2018 Q2	$1.15M	Buy	21,785 +85	+0.4%	+$4.69K	0.05%	310
2018 Q1	$1.14M	Hold	21,700	–	–	0.05%	327
2017 Q4	$1.1M	Hold	21,700	–	–	0.05%	330
2017 Q3	$1.02M	Hold	21,700	–	–	0.04%	342
2017 Q2	$953K	Hold	21,700	–	–	0.04%	348
2017 Q1	$911K	Hold	21,700	–	–	0.04%	352
2016 Q4	$934K	Buy	+21,700	New	+$800K	0.03%	374

Other funds holding ZION

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

LSV Asset Management

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

Fidelity Investments

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

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

Dimensional Fund Advisors

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return