MIM
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Macroview Investment Management’s Zions Bancorporation ZION Stock Holding History

Macroview 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
2024
Q3 		– Sell
-186
Closed -$8.07K – 653
2024
Q2 		$8.07K Buy
+186
New +$7.85K 0.01% 274
2023
Q4 		– Sell
-42
Closed -$1.47K – 872
2023
Q3 		$1.47K Buy
+42
New +$1.46K ﹤0.01% 606
2022
Q4 		– Sell
-203
Closed -$10K – 526
2022
Q3 		$10K Sell
203
-60
-23% -$3.28K 0.02% 226
2022
Q2 		$13K Buy
263
+76
+41% +$4.32K 0.02% 190
2022
Q1 		$12K Buy
+187
New +$12.8K 0.02% 253

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