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
2018
Q1 		– Sell
-402,300
Closed -$20.4M – 2785
2017
Q4 		$20.4M Buy
402,300
+17,900
+5% +$857K 0.1% 127
2017
Q3 		$18.1M Buy
+384,400
New +$17.1M 0.12% 145
2017
Q2 		– Sell
-110,000
Closed -$4.62M – 2630
2017
Q1 		$4.62M Buy
+110,000
New +$4.78M 0.03% 528
2014
Q1 		– Sell
-35,000
Closed -$1.05M – 2435
2013
Q4 		$1.05M Hold
35,000
– – 0.01% 818
2013
Q3 		$960K Sell
35,000
-32,600
-48% -$952K 0.01% 925
2013
Q2 		$1.96M Buy
+67,600
New +$1.77M 0.02% 521

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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. 472 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.
  • 472 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.