JCSD Capital’s Zions Bancorporation ZION Stock Holding History

JCSD Capital’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
2022 Q3	–	Sell	-500	Closed	-$25K	–	85
2022 Q2	$25K	Sell	500 -2,000	-80%	-$114K	0.03%	62
2022 Q1	$164K	Sell	2,500 -500	-17%	-$34.2K	0.16%	45
2021 Q4	$189K	Hold	3,000	–	–	0.18%	46
2021 Q3	$186K	Buy	+3,000	New	+$165K	0.18%	48
2017 Q1	–	Sell	-40,000	Closed	-$1.72M	–	35
2016 Q4	$1.72M	Hold	40,000	–	–	1.51%	22
2016 Q3	$1.24M	Hold	40,000	–	–	1.25%	26
2016 Q2	$1M	Hold	40,000	–	–	1.1%	27
2016 Q1	$968K	Buy	+40,000	New	+$920K	1.12%	26

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

JCSD Capital's ZION Position: Q3 2022 in Review

JCSD Capital sold out of Zions Bancorporation (ZION) in Q3 2022, closing a stake of 500 shares — an estimated $25K sold.

JCSD Capital first reported a position in ZION in Q1 2016 and held it in 8 quarters. The position peaked at $1.72M in Q4 2016. 491 funds tracked by Wall St. Rank hold ZION as of Q3 2022.

JCSD Capital reported no remaining Zions Bancorporation position as of Q3 2022 after selling out during the quarter.
JCSD Capital sold 500 Zions Bancorporation shares in Q3 2022, an estimated $25K.
JCSD Capital first reported a position in Zions Bancorporation in Q1 2016 and held it in 8 quarters.
JCSD Capital's Zions Bancorporation position peaked at $1.72M in Q4 2016.
491 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2022.

Based on JCSD Capital's 13F filing for Q3 2022, filed 28 Oct 2022.