IRF
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IBM Retirement Fund’s Zions Bancorporation ZION Stock Holding History

IBM Retirement Fund’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
Q4 		– Sell
-4,569
Closed -$283K – 715
2021
Q3 		$283K Hold
4,569
– – 0.02% 591
2021
Q2 		$242K Sell
4,569
-1,005
-18% -$56.3K 0.02% 676
2021
Q1 		$306K Sell
5,574
-305
-5% -$15.7K 0.02% 608
2020
Q4 		$255K Buy
+5,879
New +$217K 0.02% 671
2018
Q2 		– Sell
-4,305
Closed -$227K – 526
2018
Q1 		$227K Buy
+4,305
New +$232K 0.04% 474
2017
Q1 		– Sell
-15,937
Closed -$686K – 759
2016
Q4 		$686K Sell
15,937
-2,899
-15% -$107K 0.03% 471
2016
Q3 		$584K Sell
18,836
-1,500
-7% -$42.6K 0.03% 570
2016
Q2 		$511K Buy
20,336
+144
+0.7% +$3.82K 0.02% 642
2016
Q1 		$489K Sell
20,192
-26,642
-57% -$613K 0.02% 661
2015
Q4 		$1.28M Buy
46,834
+3,414
+8% +$98K 0.02% 652
2015
Q3 		$1.2M Sell
43,420
-3,749
-8% -$111K 0.03% 588
2015
Q2 		$1.5M Buy
47,169
+2,808
+6% +$82.6K 0.03% 596
2015
Q1 		$1.2M Hold
44,361
– – 0.02% 671
2014
Q4 		$1.26M Buy
44,361
+4,650
+12% +$131K 0.02% 653
2014
Q3 		$1.15M Sell
39,711
-5,235
-12% -$152K 0.02% 625
2014
Q2 		$1.33M Sell
44,946
-505
-1% -$14.8K 0.03% 649
2014
Q1 		$1.42M Sell
45,451
-26,627
-37% -$809K 0.03% 604
2013
Q4 		$2.16M Sell
72,078
-2,160
-3% -$62.2K 0.03% 597
2013
Q3 		$2.04M Sell
74,238
-11,041
-13% -$322K 0.03% 612
2013
Q2 		$2.46M Buy
+85,279
New +$2.23M 0.03% 557

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 $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IBM Retirement Fund's ZION Position: Q4 2021 in Review

IBM Retirement Fund sold out of Zions Bancorporation (ZION) in Q4 2021, closing a stake of 4,569 shares — an estimated $283K sold.

IBM Retirement Fund first reported a position in ZION in Q2 2013 and held it in 20 quarters. The position peaked at $2.46M in Q2 2013. 473 funds tracked by Wall St. Rank hold ZION as of Q4 2021.

  • IBM Retirement Fund reported no remaining Zions Bancorporation position as of Q4 2021 after selling out during the quarter.
  • IBM Retirement Fund sold 4,569 Zions Bancorporation shares in Q4 2021, an estimated $283K.
  • IBM Retirement Fund first reported a position in Zions Bancorporation in Q2 2013 and held it in 20 quarters.
  • IBM Retirement Fund's Zions Bancorporation position peaked at $2.46M in Q2 2013.
  • 473 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2021.

Based on IBM Retirement Fund's 13F filing for Q4 2021, filed 19 Jan 2022.