McIlrath & Eck’s Zions Bancorporation ZION Stock Holding History

McIlrath & Eck’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
2023 Q3	–	Sell	-125	Closed	-$3.36K	–	911
2023 Q2	$3.36K	Hold	125	–	–	﹤0.01%	736
2023 Q1	$3.74K	Hold	125	–	–	﹤0.01%	710
2022 Q4	$6.14K	Hold	125	–	–	﹤0.01%	602
2022 Q3	$6K	Hold	125	–	–	﹤0.01%	626
2022 Q2	$6K	Hold	125	–	–	﹤0.01%	601
2022 Q1	$8K	Hold	125	–	–	﹤0.01%	573
2021 Q4	$8K	Hold	125	–	–	﹤0.01%	575
2021 Q3	$8K	Hold	125	–	–	﹤0.01%	563
2021 Q2	$7K	Hold	125	–	–	﹤0.01%	586
2021 Q1	$7K	Hold	125	–	–	﹤0.01%	549
2020 Q4	$5K	Hold	125	–	–	﹤0.01%	545
2020 Q3	$4K	Hold	125	–	–	﹤0.01%	537
2020 Q2	$4K	Hold	125	–	–	﹤0.01%	525
2020 Q1	$3K	Hold	125	–	–	﹤0.01%	539
2019 Q4	$6K	Hold	125	–	–	﹤0.01%	465
2019 Q3	$6K	Hold	125	–	–	﹤0.01%	445
2019 Q2	$6K	Hold	125	–	–	﹤0.01%	437
2019 Q1	$6K	Hold	125	–	–	﹤0.01%	437
2018 Q4	$5K	Hold	125	–	–	﹤0.01%	386
2018 Q3	$6K	Buy	+125	New	+$6.6K	﹤0.01%	370

Other funds holding ZION

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

McIlrath & Eck's ZION Position: Q3 2023 in Review

McIlrath & Eck sold out of Zions Bancorporation (ZION) in Q3 2023, closing a stake of 125 shares — an estimated $3.36K sold.

McIlrath & Eck first reported a position in ZION in Q3 2018 and held it in 20 quarters. The position peaked at $8K in Q1 2022. 428 funds tracked by Wall St. Rank hold ZION as of Q3 2023.

McIlrath & Eck reported no remaining Zions Bancorporation position as of Q3 2023 after selling out during the quarter.
McIlrath & Eck sold 125 Zions Bancorporation shares in Q3 2023, an estimated $3.36K.
McIlrath & Eck first reported a position in Zions Bancorporation in Q3 2018 and held it in 20 quarters.
McIlrath & Eck's Zions Bancorporation position peaked at $8K in Q1 2022.
428 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2023.

Based on McIlrath & Eck's 13F filing for Q3 2023, filed 16 Nov 2023.