Pearl River Capital’s Zions Bancorporation ZION Stock Holding History

Pearl River Capital’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
2022 Q4	–	Sell	-5,855	Closed	-$298K	–	590
2022 Q3	$298K	Buy	5,855 +74	+1%	+$4.05K	0.06%	373
2022 Q2	$294K	Buy	5,781 +622	+12%	+$35.4K	0.07%	352
2022 Q1	$338K	Buy	+5,159	New	+$353K	0.09%	294
2020 Q4	–	Sell	-26,363	Closed	-$770K	–	525
2020 Q3	$770K	Buy	+26,363	New	+$850K	0.32%	104
2020 Q2	–	Sell	-12,263	Closed	-$328K	–	604
2020 Q1	$328K	Buy	+12,263	New	+$505K	0.63%	34
2019 Q1	–	Sell	-1,509	Closed	-$61K	–	836
2018 Q4	$61K	Buy	+1,509	New	+$70.3K	0.28%	101

Other funds holding ZION

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Pearl River Capital's ZION Position: Q4 2022 in Review

Pearl River Capital sold out of Zions Bancorporation (ZION) in Q4 2022, closing a stake of 5,855 shares — an estimated $298K sold.

Pearl River Capital first reported a position in ZION in Q4 2018 and held it in 6 quarters. The position peaked at $770K in Q3 2020. 493 funds tracked by Wall St. Rank hold ZION as of Q4 2022.

Pearl River Capital reported no remaining Zions Bancorporation position as of Q4 2022 after selling out during the quarter.
Pearl River Capital sold 5,855 Zions Bancorporation shares in Q4 2022, an estimated $298K.
Pearl River Capital first reported a position in Zions Bancorporation in Q4 2018 and held it in 6 quarters.
Pearl River Capital's Zions Bancorporation position peaked at $770K in Q3 2020.
493 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2022.

Based on Pearl River Capital's 13F filing for Q4 2022, filed 13 Feb 2023.