HM Payson & Co’s Zions Bancorporation ZION Stock Holding History

HM Payson & Co’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 Q4	–	Sell	-23	Closed	-$1.09K	–	1161
2024 Q3	$1.09K	Buy	+23	New	+$1.09K	﹤0.01%	1018
2023 Q3	–	Sell	-1,500	Closed	-$40.3K	–	1056
2023 Q2	$40.3K	Hold	1,500	–	–	﹤0.01%	620
2023 Q1	$44.9K	Sell	1,500 -30	-2%	-$1.37K	﹤0.01%	595
2022 Q4	$75.2K	Hold	1,530	–	–	﹤0.01%	506
2022 Q3	$78K	Hold	1,530	–	–	﹤0.01%	509
2022 Q2	$78K	Hold	1,530	–	–	﹤0.01%	513
2022 Q1	$100K	Hold	1,530	–	–	﹤0.01%	492
2021 Q4	$97K	Hold	1,530	–	–	﹤0.01%	502
2021 Q3	$95K	Hold	1,530	–	–	﹤0.01%	488
2021 Q2	$81K	Hold	1,530	–	–	﹤0.01%	512
2021 Q1	$84K	Buy	1,530 +30	+2%	+$1.54K	﹤0.01%	512
2020 Q4	$65K	Hold	1,500	–	–	﹤0.01%	557
2020 Q3	$44K	Hold	1,500	–	–	﹤0.01%	588
2020 Q2	$51K	Sell	1,500 -70	-4%	-$2.22K	﹤0.01%	524
2020 Q1	$42K	Sell	1,570 -100	-6%	-$4.12K	﹤0.01%	526
2019 Q4	$87K	Hold	1,670	–	–	﹤0.01%	491
2019 Q3	$74K	Buy	1,670 +1,100	+193%	+$47.5K	﹤0.01%	530
2019 Q2	$26K	Buy	+570	New	+$26.4K	﹤0.01%	700

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

Dimensional Fund Advisors

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

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

LSV Asset Management

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return

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

Geode Capital Management

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