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James Investment Research’s Zions Bancorporation ZION Stock Holding History

James Investment Research’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
-1,138
Closed -$70K – 531
2021
Q3 		$70K Sell
1,138
-5,663
-83% -$311K 0.01% 353
2021
Q2 		$360K Sell
6,801
-87
-1% -$4.87K 0.03% 238
2021
Q1 		$379K Buy
6,888
+3,946
+134% +$203K 0.03% 225
2020
Q4 		$128K Buy
+2,942
New +$109K 0.01% 303
2019
Q4 		– Sell
-31
Closed -$1K – 566
2019
Q3 		$1K Hold
31
– – ﹤0.01% 568
2019
Q2 		$1K Hold
31
– – ﹤0.01% 662
2019
Q1 		$1K Sell
31
-26,000
-100% -$1.24M ﹤0.01% 818
2018
Q4 		$1.06M Buy
+26,031
New +$1.21M 0.07% 310
2018
Q3 		– Sell
-35,260
Closed -$1.86M – 865
2018
Q2 		$1.86M Sell
35,260
-1,010
-3% -$55.7K 0.07% 406
2018
Q1 		$1.91M Buy
+36,270
New +$1.95M 0.07% 338
2017
Q4 		– Sell
-36,500
Closed -$1.72M – 861
2017
Q3 		$1.72M Buy
+36,500
New +$1.62M 0.06% 351

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
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

James Investment Research's ZION Position: Q4 2021 in Review

James Investment Research sold out of Zions Bancorporation (ZION) in Q4 2021, closing a stake of 1,138 shares — an estimated $70K sold.

James Investment Research first reported a position in ZION in Q3 2017 and held it in 11 quarters. The position peaked at $1.91M in Q1 2018. 473 funds tracked by Wall St. Rank hold ZION as of Q4 2021.

  • James Investment Research reported no remaining Zions Bancorporation position as of Q4 2021 after selling out during the quarter.
  • James Investment Research sold 1,138 Zions Bancorporation shares in Q4 2021, an estimated $70K.
  • James Investment Research first reported a position in Zions Bancorporation in Q3 2017 and held it in 11 quarters.
  • James Investment Research's Zions Bancorporation position peaked at $1.91M in Q1 2018.
  • 473 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2021.

Based on James Investment Research's 13F filing for Q4 2021, filed 28 Jan 2022.