Paloma Partners’s Zions Bancorporation ZION Stock Holding History

Paloma Partners’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
2018 Q4	–	Sell	-4,400	Closed	-$221K	–	1841
2018 Q3	$221K	Buy	+4,400	New	+$232K	﹤0.01%	1355

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Paloma Partners's ZION Position: Q2 2024 in Review

Paloma Partners sold out of Zions Bancorporation (ZION) in Q2 2024, closing a stake of 43,675 shares — an estimated $1.9M sold.

Paloma Partners first reported a position in ZION in Q2 2013 and held it in 25 quarters. The position peaked at $2.26M in Q3 2019. 430 funds tracked by Wall St. Rank hold ZION as of Q2 2024.

Paloma Partners reported no remaining Zions Bancorporation position as of Q2 2024 after selling out during the quarter.
Paloma Partners sold 43,675 Zions Bancorporation shares in Q2 2024, an estimated $1.9M.
Paloma Partners first reported a position in Zions Bancorporation in Q2 2013 and held it in 25 quarters.
Paloma Partners's Zions Bancorporation position peaked at $2.26M in Q3 2019.
430 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2024.

Based on Paloma Partners's 13F filing for Q2 2024, filed 14 Aug 2024.