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Northwest & Ethical Investments’s Zions Bancorporation ZION Stock Holding History

Northwest & Ethical Investments’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
Q4 		– Sell
-34,790
Closed -$2.15M – 449
2021
Q3 		$2.15M Sell
34,790
-264
-0.8% -$14.5K 0.07% 230
2021
Q2 		$1.85M Hold
35,054
– – 0.06% 249
2021
Q1 		$1.93M Buy
35,054
+4,830
+16% +$249K 0.07% 272
2020
Q4 		$1.31M Hold
30,224
– – 0.05% 296
2020
Q3 		$883K Buy
30,224
+13,448
+80% +$433K 0.04% 322
2020
Q2 		$570K Buy
+16,776
New +$531K 0.03% 339

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Northwest & Ethical Investments's ZION Position: Q4 2021 in Review

Northwest & Ethical Investments sold out of Zions Bancorporation (ZION) in Q4 2021, closing a stake of 34,790 shares — an estimated $2.15M sold.

Northwest & Ethical Investments first reported a position in ZION in Q2 2020 and held it in 6 quarters. The position peaked at $2.15M in Q3 2021. 473 funds tracked by Wall St. Rank hold ZION as of Q4 2021.

  • Northwest & Ethical Investments reported no remaining Zions Bancorporation position as of Q4 2021 after selling out during the quarter.
  • Northwest & Ethical Investments sold 34,790 Zions Bancorporation shares in Q4 2021, an estimated $2.15M.
  • Northwest & Ethical Investments first reported a position in Zions Bancorporation in Q2 2020 and held it in 6 quarters.
  • Northwest & Ethical Investments's Zions Bancorporation position peaked at $2.15M in Q3 2021.
  • 473 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2021.

Based on Northwest & Ethical Investments's 13F filing for Q4 2021, filed 9 Jul 2025.