O
ZION icon

Ossiam’s Zions Bancorporation ZION Stock Holding History

Ossiam’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
Q3 		– Sell
-4,349
Closed -$117K – 734
2023
Q2 		$117K Buy
4,349
+2,373
+120% +$65.8K ﹤0.01% 663
2023
Q1 		$59.1K Sell
1,976
-15,301
-89% -$700K ﹤0.01% 673
2022
Q4 		$849K Buy
17,277
+15,784
+1,057% +$790K 0.02% 292
2022
Q3 		$76K Sell
1,493
-11,341
-88% -$620K ﹤0.01% 630
2022
Q2 		$653K Sell
12,834
-34,313
-73% -$1.95M 0.02% 272
2022
Q1 		$3.09M Buy
47,147
+36,496
+343% +$2.5M 0.08% 138
2021
Q4 		$673K Buy
+10,651
New +$680K 0.02% 285
2020
Q1 		– Sell
-1,634
Closed -$85K – 515
2019
Q4 		$85K Buy
+1,634
New +$79.3K 0.01% 425
2019
Q3 		– Sell
-1,026
Closed -$47K – 520
2019
Q2 		$47K Buy
+1,026
New +$47.5K ﹤0.01% 433

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return