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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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Hancock Whitney's ZION Position: Q1 2023 in Review

Hancock Whitney sold out of Zions Bancorporation (ZION) in Q1 2023, closing a stake of 4,899 shares — an estimated $241K sold.

Hancock Whitney first reported a position in ZION in Q4 2016 and held it in 20 quarters. The position peaked at $2.07M in Q1 2022. 449 funds tracked by Wall St. Rank hold ZION as of Q1 2023.

  • Hancock Whitney reported no remaining Zions Bancorporation position as of Q1 2023 after selling out during the quarter.
  • Hancock Whitney sold 4,899 Zions Bancorporation shares in Q1 2023, an estimated $241K.
  • Hancock Whitney first reported a position in Zions Bancorporation in Q4 2016 and held it in 20 quarters.
  • Hancock Whitney's Zions Bancorporation position peaked at $2.07M in Q1 2022.
  • 449 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2023.

Based on Hancock Whitney's 13F filing for Q1 2023, filed 15 May 2023.