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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 $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

MOTCO's ZION Position: Q1 2021 in Review

MOTCO sold out of Zions Bancorporation (ZION) in Q1 2021, closing a stake of 47 shares — an estimated $2K sold.

MOTCO first reported a position in ZION in Q2 2014 and held it in 9 quarters. The position peaked at $16K in Q3 2014. 431 funds tracked by Wall St. Rank hold ZION as of Q1 2021.

  • MOTCO reported no remaining Zions Bancorporation position as of Q1 2021 after selling out during the quarter.
  • MOTCO sold 47 Zions Bancorporation shares in Q1 2021, an estimated $2K.
  • MOTCO first reported a position in Zions Bancorporation in Q2 2014 and held it in 9 quarters.
  • MOTCO's Zions Bancorporation position peaked at $16K in Q3 2014.
  • 431 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2021.

Based on MOTCO's 13F filing for Q1 2021, filed 16 Apr 2021.