NIC
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Northwest Investment Counselors’s Zions Bancorporation ZION Stock Holding History

Northwest Investment Counselors’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
Q1 		– Sell
-219
Closed -$10.8K – 589
2022
Q4 		$10.8K Hold
219
– – ﹤0.01% 393
2022
Q3 		$11K Hold
219
– – ﹤0.01% 358
2022
Q2 		$11K Hold
219
– – ﹤0.01% 352
2022
Q1 		$14K Hold
219
– – ﹤0.01% 356
2021
Q4 		$14K Buy
+219
New +$14K ﹤0.01% 339
2021
Q2 		– Sell
-219
Closed -$12K – 468
2021
Q1 		$12K Buy
+219
New +$11.3K ﹤0.01% 347
2020
Q4 		– Sell
-219
Closed -$6K – 456
2020
Q3 		$6K Buy
+219
New +$7.06K ﹤0.01% 384
2019
Q4 		– Sell
-219
Closed -$10K – 517
2019
Q3 		$10K Buy
+219
New +$9.46K ﹤0.01% 356

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return