LIM
ZION icon

Longfellow Investment Management’s Zions Bancorporation ZION Stock Holding History

Longfellow Investment Management’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
2021
Q4 		– Sell
-1,513
Closed -$94K – 425
2021
Q3 		$94K Hold
1,513
– – 0.02% 271
2021
Q2 		$80K Sell
1,513
-815
-35% -$45.6K 0.01% 290
2021
Q1 		$128K Hold
2,328
– – 0.02% 349
2020
Q4 		$102K Buy
+2,328
New +$86.1K 0.01% 312

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 $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Longfellow Investment Management's ZION Position: Q4 2021 in Review

Longfellow Investment Management sold out of Zions Bancorporation (ZION) in Q4 2021, closing a stake of 1,513 shares — an estimated $94K sold.

Longfellow Investment Management first reported a position in ZION in Q4 2020 and held it in 4 quarters. The position peaked at $128K in Q1 2021. 473 funds tracked by Wall St. Rank hold ZION as of Q4 2021.

  • Longfellow Investment Management reported no remaining Zions Bancorporation position as of Q4 2021 after selling out during the quarter.
  • Longfellow Investment Management sold 1,513 Zions Bancorporation shares in Q4 2021, an estimated $94K.
  • Longfellow Investment Management first reported a position in Zions Bancorporation in Q4 2020 and held it in 4 quarters.
  • Longfellow Investment Management's Zions Bancorporation position peaked at $128K in Q1 2021.
  • 473 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2021.

Based on Longfellow Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.