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Pinnacle Associates’s Zions Bancorporation ZION Stock Holding History

Pinnacle Associates’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
-7,188
Closed -$215K – 846
2023
Q1 		$215K Buy
+7,188
New +$329K ﹤0.01% 714
2022
Q2 		– Sell
-3,450
Closed -$226K – 798
2022
Q1 		$226K Hold
3,450
– – ﹤0.01% 733
2021
Q4 		$218K Hold
3,450
– – ﹤0.01% 745
2021
Q3 		$214K Buy
+3,450
New +$190K ﹤0.01% 715

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Pinnacle Associates's ZION Position: Q2 2023 in Review

Pinnacle Associates sold out of Zions Bancorporation (ZION) in Q2 2023, closing a stake of 7,188 shares — an estimated $215K sold.

Pinnacle Associates first reported a position in ZION in Q3 2021 and held it in 4 quarters. The position peaked at $226K in Q1 2022. 422 funds tracked by Wall St. Rank hold ZION as of Q2 2023.

  • Pinnacle Associates reported no remaining Zions Bancorporation position as of Q2 2023 after selling out during the quarter.
  • Pinnacle Associates sold 7,188 Zions Bancorporation shares in Q2 2023, an estimated $215K.
  • Pinnacle Associates first reported a position in Zions Bancorporation in Q3 2021 and held it in 4 quarters.
  • Pinnacle Associates's Zions Bancorporation position peaked at $226K in Q1 2022.
  • 422 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2023.

Based on Pinnacle Associates's 13F filing for Q2 2023, filed 27 Jul 2023.