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Lee Financial’s Zions Bancorporation ZION Stock Holding History

Lee Financial’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
Q1 		– Sell
-68
Closed -$2.98K – 844
2023
Q4 		$2.98K Buy
+68
New +$2.46K ﹤0.01% 659
2022
Q4 		– Sell
-34
Closed -$2K – 1000
2022
Q3 		$2K Hold
34
– – ﹤0.01% 720
2022
Q2 		$2K Hold
34
– – ﹤0.01% 751
2022
Q1 		$2K Hold
34
– – ﹤0.01% 694
2021
Q4 		$2K Hold
34
– – ﹤0.01% 799
2021
Q3 		$2K Hold
34
– – ﹤0.01% 657
2021
Q2 		$2K Buy
+34
New +$1.9K ﹤0.01% 636

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Lee Financial's ZION Position: Q1 2024 in Review

Lee Financial sold out of Zions Bancorporation (ZION) in Q1 2024, closing a stake of 68 shares — an estimated $2.98K sold.

Lee Financial first reported a position in ZION in Q2 2021 and held it in 7 quarters. The position peaked at $2.98K in Q4 2023. 460 funds tracked by Wall St. Rank hold ZION as of Q1 2024.

  • Lee Financial reported no remaining Zions Bancorporation position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 68 Zions Bancorporation shares in Q1 2024, an estimated $2.98K.
  • Lee Financial first reported a position in Zions Bancorporation in Q2 2021 and held it in 7 quarters.
  • Lee Financial's Zions Bancorporation position peaked at $2.98K in Q4 2023.
  • 460 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.