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One Fin Capital Management’s Zions Bancorporation ZION Stock Holding History

One Fin 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
2023
Q4 		– Sell
-60,000
Closed -$2.09M – 28
2023
Q3 		$2.09M Hold
60,000
– – 0.85% 20
2023
Q2 		$1.61M Hold
60,000
– – 0.7% 22
2023
Q1 		$1.8M Buy
+60,000
New +$2.75M 0.71% 23

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

One Fin Capital Management's ZION Position: Q4 2023 in Review

One Fin Capital Management sold out of Zions Bancorporation (ZION) in Q4 2023, closing a stake of 60,000 shares — an estimated $2.09M sold.

One Fin Capital Management first reported a position in ZION in Q1 2023 and held it in 3 quarters. The position peaked at $2.09M in Q3 2023. 471 funds tracked by Wall St. Rank hold ZION as of Q4 2023.

  • One Fin Capital Management reported no remaining Zions Bancorporation position as of Q4 2023 after selling out during the quarter.
  • One Fin Capital Management sold 60,000 Zions Bancorporation shares in Q4 2023, an estimated $2.09M.
  • One Fin Capital Management first reported a position in Zions Bancorporation in Q1 2023 and held it in 3 quarters.
  • One Fin Capital Management's Zions Bancorporation position peaked at $2.09M in Q3 2023.
  • 471 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2023.

Based on One Fin Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.