QIM
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Quantitative Investment Management’s Zions Bancorporation ZION Stock Holding History

Quantitative Investment 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
Q3 		– Sell
-7,888
Closed -$211K – 364
2023
Q2 		$211K Buy
+7,888
New +$219K 0.02% 259
2020
Q4 		– Sell
-16,582
Closed -$484K – 629
2020
Q3 		$484K Sell
16,582
-1,744
-10% -$56.2K 0.04% 259
2020
Q2 		$623K Sell
18,326
-114,404
-86% -$3.62M 0.06% 303
2020
Q1 		$3.55M Buy
+132,730
New +$5.47M 0.39% 61
2019
Q2 		– Sell
-32,800
Closed -$1.49M – 850
2019
Q1 		$1.49M Buy
+32,800
New +$1.56M 0.09% 294
2018
Q1 		– Sell
-84,000
Closed -$4.27M – 950
2017
Q4 		$4.27M Sell
84,000
-16,800
-17% -$805K 0.06% 345
2017
Q3 		$4.75M Sell
100,800
-18,300
-15% -$814K 0.05% 340
2017
Q2 		$5.23M Buy
+119,100
New +$4.9M 0.08% 320
2015
Q4 		– Sell
-50,600
Closed -$1.39M – 869
2015
Q3 		$1.39M Buy
50,600
+39,200
+344% +$1.16M 0.1% 239
2015
Q2 		$361K Sell
11,400
-8,900
-44% -$262K 0.05% 296
2015
Q1 		$548K Buy
+20,300
New +$531K 0.05% 319
2014
Q1 		– Sell
-43,900
Closed -$1.31M – 768
2013
Q4 		$1.31M Buy
+43,900
New +$1.26M 0.13% 155

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Quantitative Investment Management's ZION Position: Q3 2023 in Review

Quantitative Investment Management sold out of Zions Bancorporation (ZION) in Q3 2023, closing a stake of 7,888 shares — an estimated $211K sold.

Quantitative Investment Management first reported a position in ZION in Q4 2013 and held it in 12 quarters. The position peaked at $5.23M in Q2 2017. 428 funds tracked by Wall St. Rank hold ZION as of Q3 2023.

  • Quantitative Investment Management reported no remaining Zions Bancorporation position as of Q3 2023 after selling out during the quarter.
  • Quantitative Investment Management sold 7,888 Zions Bancorporation shares in Q3 2023, an estimated $211K.
  • Quantitative Investment Management first reported a position in Zions Bancorporation in Q4 2013 and held it in 12 quarters.
  • Quantitative Investment Management's Zions Bancorporation position peaked at $5.23M in Q2 2017.
  • 428 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2023.

Based on Quantitative Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.