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Neo Ivy Capital Management’s Zions Bancorporation ZION Stock Holding History

Neo Ivy Capital 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
2022
Q4 		– Sell
-238
Closed -$12K – 563
2022
Q3 		$12K Buy
+238
New +$13K 0.03% 314
2020
Q4 		– Sell
-8,565
Closed -$250K – 609
2020
Q3 		$250K Buy
+8,565
New +$276K 0.25% 151
2020
Q2 		– Sell
-4,914
Closed -$131K – 631
2020
Q1 		$131K Buy
+4,914
New +$202K 0.21% 191

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Neo Ivy Capital Management's ZION Position: Q4 2022 in Review

Neo Ivy Capital Management sold out of Zions Bancorporation (ZION) in Q4 2022, closing a stake of 238 shares — an estimated $12K sold.

Neo Ivy Capital Management first reported a position in ZION in Q1 2020 and held it in 3 quarters. The position peaked at $250K in Q3 2020. 493 funds tracked by Wall St. Rank hold ZION as of Q4 2022.

  • Neo Ivy Capital Management reported no remaining Zions Bancorporation position as of Q4 2022 after selling out during the quarter.
  • Neo Ivy Capital Management sold 238 Zions Bancorporation shares in Q4 2022, an estimated $12K.
  • Neo Ivy Capital Management first reported a position in Zions Bancorporation in Q1 2020 and held it in 3 quarters.
  • Neo Ivy Capital Management's Zions Bancorporation position peaked at $250K in Q3 2020.
  • 493 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2022.

Based on Neo Ivy Capital Management's 13F filing for Q4 2022, filed 27 Mar 2023.