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Ridgewood Investments’s Zions Bancorporation ZION Stock Holding History

Ridgewood 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
2024
Q3 		– Sell
-54
Closed -$2.36K – 817
2024
Q2 		$2.36K Buy
+54
New +$2.28K ﹤0.01% 657
2023
Q3 		– Sell
-65
Closed -$1.76K – 813
2023
Q2 		$1.76K Hold
65
– – ﹤0.01% 709
2023
Q1 		$1.96K Buy
+65
New +$2.98K ﹤0.01% 692

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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ridgewood Investments's ZION Position: Q3 2024 in Review

Ridgewood Investments sold out of Zions Bancorporation (ZION) in Q3 2024, closing a stake of 54 shares — an estimated $2.36K sold.

Ridgewood Investments first reported a position in ZION in Q1 2023 and held it in 3 quarters. The position peaked at $2.36K in Q2 2024. 470 funds tracked by Wall St. Rank hold ZION as of Q3 2024.

  • Ridgewood Investments reported no remaining Zions Bancorporation position as of Q3 2024 after selling out during the quarter.
  • Ridgewood Investments sold 54 Zions Bancorporation shares in Q3 2024, an estimated $2.36K.
  • Ridgewood Investments first reported a position in Zions Bancorporation in Q1 2023 and held it in 3 quarters.
  • Ridgewood Investments's Zions Bancorporation position peaked at $2.36K in Q2 2024.
  • 470 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2024.

Based on Ridgewood Investments's 13F filing for Q3 2024, filed 4 Oct 2024.