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Koesten Hirschmann & Crabtree’s Zions Bancorporation ZION Stock Holding History

Koesten Hirschmann & Crabtree’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
2024
Q3 		– Sell
-228
Closed -$9.9K – 242
2024
Q2 		$9.9K Hold
228
– – 0.01% 133
2024
Q1 		$9.9K Buy
228
+2
+0.9% +$82 0.01% 133
2023
Q4 		$9.9K Buy
226
+3
+1% +$108 0.01% 117
2023
Q3 		$7.79K Buy
223
+2
+0.9% +$70 0.01% 115
2023
Q2 		$5.93K Sell
221
-99
-31% -$2.75K ﹤0.01% 114
2023
Q1 		$9.57K Buy
320
+190
+146% +$8.7K 0.01% 110
2022
Q4 		$6.38K Buy
+130
New +$6.5K 0.01% 112

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Koesten Hirschmann & Crabtree's ZION Position: Q3 2024 in Review

Koesten Hirschmann & Crabtree sold out of Zions Bancorporation (ZION) in Q3 2024, closing a stake of 228 shares — an estimated $9.9K sold.

Koesten Hirschmann & Crabtree first reported a position in ZION in Q4 2022 and held it in 7 quarters. The position peaked at $9.9K in Q4 2023. 470 funds tracked by Wall St. Rank hold ZION as of Q3 2024.

  • Koesten Hirschmann & Crabtree reported no remaining Zions Bancorporation position as of Q3 2024 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 228 Zions Bancorporation shares in Q3 2024, an estimated $9.9K.
  • Koesten Hirschmann & Crabtree first reported a position in Zions Bancorporation in Q4 2022 and held it in 7 quarters.
  • Koesten Hirschmann & Crabtree's Zions Bancorporation position peaked at $9.9K in Q4 2023.
  • 470 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2024.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q3 2024, filed 4 Nov 2024.