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O'Dell Group’s Zions Bancorporation ZION Stock Holding History

O'Dell Group’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
2024
Q1 		– Sell
-430
Closed -$18.9K – 497
2023
Q4 		$18.9K Buy
+430
New +$15.5K ﹤0.01% 295
2023
Q3 		– Sell
-430
Closed -$11.6K – 504
2023
Q2 		$11.6K Buy
+430
New +$11.9K ﹤0.01% 329
2022
Q4 		– Sell
-430
Closed -$22K – 420
2022
Q3 		$22K Hold
430
– – 0.01% 223
2022
Q2 		$22K Hold
430
– – 0.01% 221
2022
Q1 		$28K Hold
430
– – 0.01% 229
2021
Q4 		$27K Hold
430
– – 0.01% 217
2021
Q3 		$27K Buy
+430
New +$23.6K 0.01% 214

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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

O'Dell Group's ZION Position: Q1 2024 in Review

O'Dell Group sold out of Zions Bancorporation (ZION) in Q1 2024, closing a stake of 430 shares — an estimated $18.9K sold.

O'Dell Group first reported a position in ZION in Q3 2021 and held it in 7 quarters. The position peaked at $28K in Q1 2022. 460 funds tracked by Wall St. Rank hold ZION as of Q1 2024.

  • O'Dell Group reported no remaining Zions Bancorporation position as of Q1 2024 after selling out during the quarter.
  • O'Dell Group sold 430 Zions Bancorporation shares in Q1 2024, an estimated $18.9K.
  • O'Dell Group first reported a position in Zions Bancorporation in Q3 2021 and held it in 7 quarters.
  • O'Dell Group's Zions Bancorporation position peaked at $28K in Q1 2022.
  • 460 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.