Marshall Wace North America’s Zions Bancorporation ZION Stock Holding History

Marshall Wace North America’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 Q3	$387K	Buy	+6,264	New	+$344K	﹤0.01%	1175
2020 Q2	–	Sell	-80	Closed	-$2K	–	1535
2020 Q1	$2K	Buy	+80	New	+$3.29K	﹤0.01%	1173
2019 Q1	–	Sell	-167,767	Closed	-$6.83M	–	1960
2018 Q4	$6.83M	Buy	+167,767	New	+$7.82M	0.07%	206
2018 Q2	–	Sell	-448,070	Closed	-$23.6M	–	1747
2018 Q1	$23.6M	Buy	+448,070	New	+$24.1M	0.12%	198
2017 Q4	–	Sell	-85,762	Closed	-$4.03M	–	1647
2017 Q3	$4.03M	Buy	+85,762	New	+$3.82M	0.03%	607
2017 Q2	–	Sell	-86,985	Closed	-$3.65M	–	1486
2017 Q1	$3.65M	Buy	+86,985	New	+$3.78M	0.03%	462

Other funds holding ZION

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Marshall Wace North America's ZION Position: Q3 2021 in Review

Marshall Wace North America opened a new position in Zions Bancorporation (ZION) in Q3 2021: 6,264 shares worth $387K. The stake represents ﹤0.01% of the portfolio and ranks #1175 among its holdings. This is a return to the name: Marshall Wace North America previously reported a position in ZION as recently as Q1 2020.

Marshall Wace North America first reported a position in ZION in Q1 2017 and has held it in 6 quarters since. The position peaked at $23.6M in Q1 2018. 443 funds tracked by Wall St. Rank hold ZION as of Q3 2021.

Marshall Wace North America held 6,264 shares of Zions Bancorporation worth $387K as of Q3 2021.
Zions Bancorporation was a new Marshall Wace North America position in Q3 2021.
Zions Bancorporation made up ﹤0.01% of Marshall Wace North America's portfolio in Q3 2021, its #1175 holding.
Marshall Wace North America first reported a position in Zions Bancorporation in Q1 2017 and has held it in 6 quarters since.
Marshall Wace North America's Zions Bancorporation position peaked at $23.6M in Q1 2018.
443 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.