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LMR Partners’s Zions Bancorporation ZION Stock Holding History

LMR Partners’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
2022
Q2 		– Sell
-3,293
Closed -$216K – 1497
2022
Q1 		$216K Buy
+3,293
New +$225K ﹤0.01% 1133
2021
Q4 		– Sell
-3,523
Closed -$218K – 1298
2021
Q3 		$218K Sell
3,523
-97,172
-97% -$5.34M ﹤0.01% 916
2021
Q2 		$5.32M Buy
100,695
+55,796
+124% +$3.12M 0.08% 195
2021
Q1 		$2.47M Sell
44,899
-18,036
-29% -$929K 0.06% 293
2020
Q4 		$2.73M Buy
+62,935
New +$2.33M 0.04% 162
2020
Q3 		– Sell
-54,683
Closed -$1.86M – 656
2020
Q2 		$1.86M Buy
+54,683
New +$1.73M 0.05% 272
2020
Q1 		– Sell
-11,557
Closed -$600K – 462
2019
Q4 		$600K Sell
11,557
-18,257
-61% -$886K ﹤0.01% 278
2019
Q3 		$1.33M Sell
29,814
-1,979
-6% -$85.5K 0.07% 138
2019
Q2 		$1.46M Buy
31,793
+23,551
+286% +$1.09M 0.05% 172
2019
Q1 		$374K Buy
+8,242
New +$393K 0.02% 287
2018
Q3 		– Sell
-10,531
Closed -$555K – 527
2018
Q2 		$555K Sell
10,531
-9,508
-47% -$525K 0.03% 242
2018
Q1 		$1.02M Hold
20,039
– – 0.1% 179
2017
Q4 		$1.02M Buy
+20,039
New +$960K 0.1% 179
2017
Q2 		– Sell
-190,446
Closed -$8M – 707
2017
Q1 		$8M Buy
190,446
+152,657
+404% +$6.63M 0.77% 28
2016
Q4 		$1.63M Buy
37,789
+23,975
+174% +$883K 0.25% 86
2016
Q3 		$429K Sell
13,814
-15,748
-53% -$447K 0.04% 278
2016
Q2 		$743K Buy
29,562
+17,223
+140% +$457K 0.12% 233
2016
Q1 		$299K Buy
+12,339
New +$284K 0.03% 327
2015
Q3 		– Sell
-14,105
Closed -$448K – 508
2015
Q2 		$448K Buy
+14,105
New +$415K 0.05% 315

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LMR Partners's ZION Position: Q2 2022 in Review

LMR Partners sold out of Zions Bancorporation (ZION) in Q2 2022, closing a stake of 3,293 shares — an estimated $216K sold.

LMR Partners first reported a position in ZION in Q2 2015 and held it in 19 quarters. The position peaked at $8M in Q1 2017. 489 funds tracked by Wall St. Rank hold ZION as of Q2 2022.

  • LMR Partners reported no remaining Zions Bancorporation position as of Q2 2022 after selling out during the quarter.
  • LMR Partners sold 3,293 Zions Bancorporation shares in Q2 2022, an estimated $216K.
  • LMR Partners first reported a position in Zions Bancorporation in Q2 2015 and held it in 19 quarters.
  • LMR Partners's Zions Bancorporation position peaked at $8M in Q1 2017.
  • 489 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2022.

Based on LMR Partners's 13F filing for Q2 2022, filed 15 Aug 2022.