HI
ZION icon

Human Investing’s Zions Bancorporation ZION Stock Holding History

Human Investing’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
2021
Q2 		– Sell
-552
Closed -$30K – 297
2021
Q1 		$30K Sell
552
-1,368
-71% -$70.4K 0.01% 181
2020
Q4 		$83K Buy
+1,920
New +$71K 0.02% 148
2020
Q3 		– Sell
-83
Closed -$3K – 339
2020
Q2 		$3K Sell
83
-2,236
-96% -$70.8K ﹤0.01% 278
2020
Q1 		$62K Sell
2,319
-4,312
-65% -$178K 0.03% 142
2019
Q4 		$344K Buy
6,631
+2,255
+52% +$109K 0.11% 92
2019
Q3 		$195K Sell
4,376
-299
-6% -$12.9K 0.07% 107
2019
Q2 		$215K Sell
4,675
-116
-2% -$5.37K 0.08% 107
2019
Q1 		$218K Buy
4,791
+1,499
+46% +$71.5K 0.08% 103
2018
Q4 		$134K Buy
+3,292
New +$153K 0.06% 127

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Human Investing's ZION Position: Q2 2021 in Review

Human Investing sold out of Zions Bancorporation (ZION) in Q2 2021, closing a stake of 552 shares — an estimated $30K sold.

Human Investing first reported a position in ZION in Q4 2018 and held it in 9 quarters. The position peaked at $344K in Q4 2019. 430 funds tracked by Wall St. Rank hold ZION as of Q2 2021.

  • Human Investing reported no remaining Zions Bancorporation position as of Q2 2021 after selling out during the quarter.
  • Human Investing sold 552 Zions Bancorporation shares in Q2 2021, an estimated $30K.
  • Human Investing first reported a position in Zions Bancorporation in Q4 2018 and held it in 9 quarters.
  • Human Investing's Zions Bancorporation position peaked at $344K in Q4 2019.
  • 430 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2021.

Based on Human Investing's 13F filing for Q2 2021, filed 2 Aug 2021.