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 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

PGGM Investments's ZION Position: Q2 2023 in Review

PGGM Investments sold out of Zions Bancorporation (ZION) in Q2 2023, closing a stake of 40,885 shares — an estimated $1.22M sold.

PGGM Investments first reported a position in ZION in Q3 2018 and held it in 9 quarters. The position peaked at $3.83M in Q3 2018. 422 funds tracked by Wall St. Rank hold ZION as of Q2 2023.

PGGM Investments reported no remaining Zions Bancorporation position as of Q2 2023 after selling out during the quarter.
PGGM Investments sold 40,885 Zions Bancorporation shares in Q2 2023, an estimated $1.22M.
PGGM Investments first reported a position in Zions Bancorporation in Q3 2018 and held it in 9 quarters.
PGGM Investments's Zions Bancorporation position peaked at $3.83M in Q3 2018.
422 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2023.

Based on PGGM Investments's 13F filing for Q2 2023, filed 7 Aug 2023.