Pointe Capital Management’s Zions Bancorporation ZION Stock Holding History

Pointe 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
2023 Q2	–	Sell	-266	Closed	-$7.96K	–	395
2023 Q1	$7.96K	Buy	+266	New	+$12.2K	0.01%	324
2017 Q2	–	Sell	-12,230	Closed	-$514K	–	173
2017 Q1	$514K	Buy	+12,230	New	+$531K	0.39%	78
2015 Q4	–	Sell	-11,485	Closed	-$316K	–	164
2015 Q3	$316K	Buy	11,485 +3,099	+37%	+$91.9K	0.19%	126
2015 Q2	$266K	Buy	+8,386	New	+$247K	0.12%	149

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Pointe Capital Management's ZION Position: Q2 2023 in Review

Pointe Capital Management sold out of Zions Bancorporation (ZION) in Q2 2023, closing a stake of 266 shares — an estimated $7.96K sold.

Pointe Capital Management first reported a position in ZION in Q2 2015 and held it in 4 quarters. The position peaked at $514K in Q1 2017. 421 funds tracked by Wall St. Rank hold ZION as of Q2 2023.

Pointe Capital Management reported no remaining Zions Bancorporation position as of Q2 2023 after selling out during the quarter.
Pointe Capital Management sold 266 Zions Bancorporation shares in Q2 2023, an estimated $7.96K.
Pointe Capital Management first reported a position in Zions Bancorporation in Q2 2015 and held it in 4 quarters.
Pointe Capital Management's Zions Bancorporation position peaked at $514K in Q1 2017.
421 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2023.

Based on Pointe Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.