Penserra Capital Management’s Zions Bancorporation ZION Stock Holding History

Penserra 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
2024 Q1	–	Sell	-674	Closed	-$29K	–	1454
2023 Q4	$29K	Sell	674 -144	-18%	-$5.2K	﹤0.01%	1067
2023 Q3	$28K	Sell	818 -136	-14%	-$4.74K	﹤0.01%	1042
2023 Q2	$25K	Buy	+954	New	+$26.5K	﹤0.01%	1073
2019 Q4	–	Sell	-135	Closed	-$6K	–	1016
2019 Q3	$6K	Buy	+135	New	+$5.83K	﹤0.01%	826
2018 Q3	–	Sell	-440	Closed	-$23K	–	764
2018 Q2	$23K	Buy	+440	New	+$24.3K	﹤0.01%	526
2017 Q2	–	Sell	-4,620	Closed	-$194K	–	590
2017 Q1	$194K	Buy	+4,620	New	+$201K	0.02%	205

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Penserra Capital Management's ZION Position: Q1 2024 in Review

Penserra Capital Management sold out of Zions Bancorporation (ZION) in Q1 2024, closing a stake of 674 shares — an estimated $29K sold.

Penserra Capital Management first reported a position in ZION in Q1 2017 and held it in 6 quarters. The position peaked at $194K in Q1 2017. 460 funds tracked by Wall St. Rank hold ZION as of Q1 2024.

Penserra Capital Management reported no remaining Zions Bancorporation position as of Q1 2024 after selling out during the quarter.
Penserra Capital Management sold 674 Zions Bancorporation shares in Q1 2024, an estimated $29K.
Penserra Capital Management first reported a position in Zions Bancorporation in Q1 2017 and held it in 6 quarters.
Penserra Capital Management's Zions Bancorporation position peaked at $194K in Q1 2017.
460 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2024.

Based on Penserra Capital Management's 13F filing for Q1 2024, filed 15 May 2024.