PCM
ZION icon

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

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State Street
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Dimensional Fund Advisors
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Charles Schwab
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
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Thrivent Financial for Lutherans
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return