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Harel Insurance Investments & Financial Services’s Zions Bancorporation ZION Stock Holding History

Harel Insurance Investments & Financial Services’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
2024
Q1 		– Sell
-28,400
Closed -$1.27M – 643
2023
Q4 		$1.27M Buy
+28,400
New +$1.03M 0.02% 163
2016
Q3 		– Sell
-720
Closed -$18K – 678
2016
Q2 		$18K Buy
+720
New +$19.1K ﹤0.01% 475

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Harel Insurance Investments & Financial Services's ZION Position: Q1 2024 in Review

Harel Insurance Investments & Financial Services sold out of Zions Bancorporation (ZION) in Q1 2024, closing a stake of 28,400 shares — an estimated $1.27M sold.

Harel Insurance Investments & Financial Services first reported a position in ZION in Q2 2016 and held it in 2 quarters. The position peaked at $1.27M in Q4 2023. 460 funds tracked by Wall St. Rank hold ZION as of Q1 2024.

  • Harel Insurance Investments & Financial Services reported no remaining Zions Bancorporation position as of Q1 2024 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 28,400 Zions Bancorporation shares in Q1 2024, an estimated $1.27M.
  • Harel Insurance Investments & Financial Services first reported a position in Zions Bancorporation in Q2 2016 and held it in 2 quarters.
  • Harel Insurance Investments & Financial Services's Zions Bancorporation position peaked at $1.27M in Q4 2023.
  • 460 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2024, filed 30 Apr 2024.