Lombard Odier Asset Management (Switzerland)’s Zions Bancorporation ZION Stock Holding History

Lombard Odier Asset Management (Switzerland)’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 Q1	–	Sell	-5,110	Closed	-$323K	–	403
2021 Q4	$323K	Buy	+5,110	New	+$326K	0.02%	303
2021 Q3	–	Sell	-7,474	Closed	-$395K	–	487
2021 Q2	$395K	Buy	+7,474	New	+$419K	0.02%	368
2017 Q4	–	Sell	-26,205	Closed	-$1.24M	–	396
2017 Q3	$1.24M	Buy	26,205 +1,920	+8%	+$85.4K	0.12%	166
2017 Q2	$1.07M	Sell	24,285 -1,282	-5%	-$52.8K	0.12%	175
2017 Q1	$1.07M	Buy	+25,567	New	+$1.11M	0.12%	173
2016 Q2	–	Sell	-30,676	Closed	-$743K	–	440
2016 Q1	$743K	Buy	+30,676	New	+$705K	0.09%	169

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s ZION Position: Q1 2022 in Review

Lombard Odier Asset Management (Switzerland) sold out of Zions Bancorporation (ZION) in Q1 2022, closing a stake of 5,110 shares — an estimated $323K sold.

Lombard Odier Asset Management (Switzerland) first reported a position in ZION in Q1 2016 and held it in 6 quarters. The position peaked at $1.24M in Q3 2017. 513 funds tracked by Wall St. Rank hold ZION as of Q1 2022.

Lombard Odier Asset Management (Switzerland) reported no remaining Zions Bancorporation position as of Q1 2022 after selling out during the quarter.
Lombard Odier Asset Management (Switzerland) sold 5,110 Zions Bancorporation shares in Q1 2022, an estimated $323K.
Lombard Odier Asset Management (Switzerland) first reported a position in Zions Bancorporation in Q1 2016 and held it in 6 quarters.
Lombard Odier Asset Management (Switzerland)'s Zions Bancorporation position peaked at $1.24M in Q3 2017.
513 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2022.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q1 2022, filed 16 May 2022.