Robeco Institutional Asset Management
ZION icon

Robeco Institutional Asset Management’s Zions Bancorporation ZION Stock Holding History

Robeco Institutional Asset 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
-1,857
Closed -$49.9K – 1069
2023
Q2 		$49.9K Buy
+1,857
New +$51.5K ﹤0.01% 1005
2022
Q4 		– Sell
-144,140
Closed -$7.33M – 1057
2022
Q3 		$7.33M Sell
144,140
-17,738
-11% -$970K 0.02% 458
2022
Q2 		$8.24M Buy
161,878
+52,015
+47% +$2.96M 0.03% 429
2022
Q1 		$7.2M Buy
109,863
+102,499
+1,392% +$7.01M 0.02% 504
2021
Q4 		$466K Sell
7,364
-9,695
-57% -$619K ﹤0.01% 777
2021
Q3 		$1.06M Sell
17,059
-2,420
-12% -$133K ﹤0.01% 702
2021
Q2 		$1.03M Sell
19,479
-3,939
-17% -$221K ﹤0.01% 749
2021
Q1 		$1.29M Sell
23,418
-7,626
-25% -$393K ﹤0.01% 709
2020
Q4 		$1.35M Sell
31,044
-140,254
-82% -$5.19M ﹤0.01% 703
2020
Q3 		$5.01M Sell
171,298
-600
-0.3% -$19.3K 0.02% 516
2020
Q2 		$5.84M Buy
171,898
+40,242
+31% +$1.27M 0.02% 504
2020
Q1 		$3.52M Buy
131,656
+12,051
+10% +$496K 0.01% 597
2019
Q4 		$6.21M Buy
119,605
+15,900
+15% +$772K 0.02% 571
2019
Q3 		$4.62M Sell
103,705
-28,891
-22% -$1.25M 0.02% 605
2019
Q2 		$6.1M Sell
132,596
-35,197
-21% -$1.63M 0.02% 564
2019
Q1 		$7.62M Buy
167,793
+10,088
+6% +$481K 0.03% 517
2018
Q4 		$6.42M Sell
157,705
-9,266
-6% -$432K 0.03% 494
2018
Q3 		$8.37M Buy
166,971
+18,036
+12% +$952K 0.03% 476
2018
Q2 		$7.85M Buy
148,935
+2,271
+2% +$125K 0.04% 453
2018
Q1 		$7.73M Buy
146,664
+23,740
+19% +$1.28M 0.04% 450
2017
Q4 		$6.25M Buy
122,924
+350
+0.3% +$16.8K 0.03% 453
2017
Q3 		$5.78M Buy
122,574
+119,450
+3,824% +$5.32M 0.04% 415
2017
Q2 		$138K Hold
3,124
– – ﹤0.01% 821
2017
Q1 		$132K Buy
+3,124
New +$136K ﹤0.01% 812

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

Robeco Institutional Asset Management's ZION Position: Q3 2023 in Review

Robeco Institutional Asset Management sold out of Zions Bancorporation (ZION) in Q3 2023, closing a stake of 1,857 shares — an estimated $49.9K sold.

Robeco Institutional Asset Management first reported a position in ZION in Q1 2017 and held it in 24 quarters. The position peaked at $8.37M in Q3 2018. 428 funds tracked by Wall St. Rank hold ZION as of Q3 2023.

  • Robeco Institutional Asset Management reported no remaining Zions Bancorporation position as of Q3 2023 after selling out during the quarter.
  • Robeco Institutional Asset Management sold 1,857 Zions Bancorporation shares in Q3 2023, an estimated $49.9K.
  • Robeco Institutional Asset Management first reported a position in Zions Bancorporation in Q1 2017 and held it in 24 quarters.
  • Robeco Institutional Asset Management's Zions Bancorporation position peaked at $8.37M in Q3 2018.
  • 428 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2023.

Based on Robeco Institutional Asset Management's 13F filing for Q3 2023, filed 24 Oct 2023.