PI
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PGGM Investments’s Zions Bancorporation ZION Stock Holding History

PGGM Investments’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
Q2 		– Sell
-40,885
Closed -$1.22M – 408
2023
Q1 		$1.22M Hold
40,885
– – 0.02% 336
2022
Q4 		$2.01M Sell
40,885
-425
-1% -$21.3K 0.04% 293
2022
Q3 		$2.1M Buy
+41,310
New +$2.26M 0.04% 297
2021
Q3 		– Sell
-3,340
Closed -$177K – 441
2021
Q2 		$177K Buy
+3,340
New +$187K ﹤0.01% 416
2019
Q4 		– Sell
-76,441
Closed -$3.4M – 276
2019
Q3 		$3.4M Hold
76,441
– – 0.02% 231
2019
Q2 		$3.52M Hold
76,441
– – 0.02% 235
2019
Q1 		$3.47M Hold
76,441
– – 0.02% 242
2018
Q4 		$3.11M Hold
76,441
– – 0.02% 251
2018
Q3 		$3.83M Buy
+76,441
New +$4.04M 0.02% 259

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return