JG
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Jefferies Group’s Zions Bancorporation ZION Stock Holding History

Jefferies Group’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
-3,265
Closed -$202K – 2054
2021
Q3 		$202K Buy
+3,265
New +$179K ﹤0.01% 1462
2020
Q1 		– Sell
-15,000
Closed -$779K – 2752
2019
Q4 		$779K Buy
+15,000
New +$728K 0.01% 1591
2019
Q2 		– Sell
-46,293
Closed -$2.1M – 2913
2019
Q1 		$2.1M Sell
46,293
-59,337
-56% -$2.83M 0.02% 893
2018
Q4 		$4.3M Buy
105,630
+19,925
+23% +$929K 0.04% 484
2018
Q3 		$4.3M Buy
85,705
+81,691
+2,035% +$4.31M 0.03% 604
2018
Q2 		$211K Sell
4,014
-27,492
-87% -$1.52M ﹤0.01% 2014
2018
Q1 		$1.66M Sell
31,506
-126,860
-80% -$6.83M 0.01% 952
2017
Q4 		$8.05M Buy
158,366
+145,366
+1,118% +$6.96M 0.04% 381
2017
Q3 		$613K Buy
13,000
+4,263
+49% +$190K ﹤0.01% 1526
2017
Q2 		$384K Sell
8,737
-84,340
-91% -$3.47M ﹤0.01% 1737
2017
Q1 		$3.91M Buy
+93,077
New +$4.04M 0.03% 610
2016
Q3 		– Sell
-84,609
Closed -$2.13M – 2497
2016
Q2 		$2.13M Buy
84,609
+28,666
+51% +$761K 0.01% 835
2016
Q1 		$1.35M Buy
55,943
+19,566
+54% +$450K 0.01% 1014
2015
Q4 		$993K Buy
+36,377
New +$1.04M 0.01% 1172
2015
Q3 		– Sell
-54,498
Closed -$1.73M – 3141
2015
Q2 		$1.73M Sell
54,498
-3,835
-7% -$113K 0.01% 985
2015
Q1 		$1.57M Buy
+58,333
New +$1.53M 0.01% 852
2014
Q3 		– Sell
-19,758
Closed -$582K – 2497
2014
Q2 		$582K Sell
19,758
-67,257
-77% -$1.98M ﹤0.01% 1156
2014
Q1 		$2.69M Buy
87,015
+67,582
+348% +$2.05M 0.03% 509
2013
Q4 		$582K Sell
19,433
-28,600
-60% -$823K ﹤0.01% 1079
2013
Q3 		$1.32M Buy
48,033
+31,140
+184% +$909K 0.01% 783
2013
Q2 		$489K Buy
+16,893
New +$442K 0.01% 1078

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

Jefferies Group's ZION Position: Q4 2021 in Review

Jefferies Group sold out of Zions Bancorporation (ZION) in Q4 2021, closing a stake of 3,265 shares — an estimated $202K sold.

Jefferies Group first reported a position in ZION in Q2 2013 and held it in 21 quarters. The position peaked at $8.05M in Q4 2017. 473 funds tracked by Wall St. Rank hold ZION as of Q4 2021.

  • Jefferies Group reported no remaining Zions Bancorporation position as of Q4 2021 after selling out during the quarter.
  • Jefferies Group sold 3,265 Zions Bancorporation shares in Q4 2021, an estimated $202K.
  • Jefferies Group first reported a position in Zions Bancorporation in Q2 2013 and held it in 21 quarters.
  • Jefferies Group's Zions Bancorporation position peaked at $8.05M in Q4 2017.
  • 473 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2021.

Based on Jefferies Group's 13F filing for Q4 2021, filed 14 Feb 2022.