KHC
ZION icon

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return