M
ZION icon

MOTCO’s Zions Bancorporation ZION Stock Holding History

MOTCO’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
Q1 		– Sell
-47
Closed -$2K – 812
2020
Q4 		$2K Hold
47
– – ﹤0.01% 704
2020
Q3 		$1K Hold
47
– – ﹤0.01% 682
2020
Q2 		$2K Hold
47
– – ﹤0.01% 568
2020
Q1 		$1K Buy
+47
New +$1.94K ﹤0.01% 646
2019
Q3 		– Sell
-143
Closed -$7K – 757
2019
Q2 		$7K Buy
+143
New +$6.62K ﹤0.01% 667
2015
Q2 		– Sell
-243
Closed -$7K – 599
2015
Q1 		$7K Hold
243
– – ﹤0.01% 474
2014
Q4 		$7K Sell
243
-300
-55% -$8.46K ﹤0.01% 511
2014
Q3 		$16K Hold
543
– – ﹤0.01% 399
2014
Q2 		$16K Buy
+543
New +$16K ﹤0.01% 397

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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return