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Private Capital Management (Florida)’s Zions Bancorporation ZION Stock Holding History

Private Capital Management (Florida)’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
-32,500
Closed -$973K – 161
2023
Q1 		$973K Buy
+32,500
New +$1.49M 0.11% 61

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 $1.9T AUM 41.92% 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 $1.02T AUM 30.18% 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

Private Capital Management (Florida)'s ZION Position: Q2 2023 in Review

Private Capital Management (Florida) sold out of Zions Bancorporation (ZION) in Q2 2023, closing a stake of 10,000 shares — an estimated $299K sold.

Private Capital Management (Florida) first reported a position in ZION in Q1 2023 and held it in 1 quarter. The position peaked at $299K in Q1 2023. 422 funds tracked by Wall St. Rank hold ZION as of Q2 2023.

  • Private Capital Management (Florida) reported no remaining Zions Bancorporation position as of Q2 2023 after selling out during the quarter.
  • Private Capital Management (Florida) sold 10,000 Zions Bancorporation shares in Q2 2023, an estimated $299K.
  • Private Capital Management (Florida) first reported a position in Zions Bancorporation in Q1 2023 and held it in 1 quarter.
  • Private Capital Management (Florida)'s Zions Bancorporation position peaked at $299K in Q1 2023.
  • 422 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2023.

Based on Private Capital Management (Florida)'s 13F filing for Q2 2023, filed 14 Aug 2023.