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ZION icon

HoyleCohen’s Zions Bancorporation ZION Stock Holding History

HoyleCohen’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
Q2 		$535K Buy
12,342
+5
+0% +$211 0.04% 184
2024
Q1 		$535K Sell
12,337
-62
-0.5% -$2.56K 0.04% 194
2023
Q4 		$544K Buy
12,399
+5
+0% +$181 0.04% 189
2023
Q3 		$432K Buy
12,394
+72
+0.6% +$2.51K 0.04% 189
2023
Q2 		$331K Sell
12,322
-868
-7% -$24.1K 0.03% 214
2023
Q1 		$395K Buy
13,190
+166
+1% +$7.6K 0.04% 198
2022
Q4 		$640K Buy
13,024
+3
+0% +$150 0.06% 163
2022
Q3 		$662K Buy
13,021
+3
+0% +$164 0.07% 156
2022
Q2 		$663K Buy
13,018
+3
+0% +$170 0.07% 161
2022
Q1 		$853K Buy
13,015
+3
+0% +$205 0.07% 155
2021
Q4 		$822K Buy
13,012
+437
+3% +$27.9K 0.07% 160
2021
Q3 		$778K Hold
12,575
– – 0.07% 158
2021
Q2 		$665 Hold
12,575
– – 0.05% 162
2021
Q1 		$691K Hold
12,575
– – 0.07% 157
2020
Q4 		$546K Sell
12,575
-100
-0.8% -$3.7K 0.06% 154
2020
Q3 		$370K Hold
12,675
– – 0.05% 156
2020
Q2 		$431K Sell
12,675
-2,000
-14% -$63.3K 0.07% 134
2020
Q1 		$393K Sell
14,675
-600
-4% -$24.7K 0.08% 135
2019
Q4 		$793K Hold
15,275
– – 0.13% 118
2019
Q3 		$680K Buy
15,275
+1,100
+8% +$47.5K 0.12% 125
2019
Q2 		$652K Buy
14,175
+2,000
+16% +$92.5K 0.11% 124
2019
Q1 		$553K Buy
12,175
+400
+3% +$19.1K 0.1% 128
2018
Q4 		$480K Sell
11,775
-400
-3% -$18.6K 0.1% 124
2018
Q3 		$611K Hold
12,175
– – 0.12% 115
2018
Q2 		$642K Buy
12,175
+475
+4% +$26.2K 0.13% 112
2018
Q1 		$617K Hold
11,700
– – 0.13% 109
2017
Q4 		$595K Buy
+11,700
New +$560K 0.12% 111

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HoyleCohen's ZION Position: Q2 2024 in Review

HoyleCohen increased its Zions Bancorporation (ZION) stake by 0.04% in Q2 2024, buying an estimated $211 and bringing the position to 12,342 shares worth $535K. The position accounts for 0.04% of the portfolio, ranked #184.

HoyleCohen first reported a position in ZION in Q4 2017 and has held it in 27 quarters since. The position peaked at $853K in Q1 2022. 430 funds tracked by Wall St. Rank hold ZION as of Q2 2024.

  • HoyleCohen held 12,342 shares of Zions Bancorporation worth $535K as of Q2 2024.
  • HoyleCohen bought 5 Zions Bancorporation shares in Q2 2024, an estimated $211.
  • Zions Bancorporation made up 0.04% of HoyleCohen's portfolio in Q2 2024, its #184 holding.
  • HoyleCohen first reported a position in Zions Bancorporation in Q4 2017 and has held it in 27 quarters since.
  • HoyleCohen's Zions Bancorporation position peaked at $853K in Q1 2022.
  • 430 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.