Sageworth Trust’s Zions Bancorporation ZION Stock Holding History

Sageworth Trust’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 Q1	–	Sell	-7	Closed	–	–	604
2022 Q4	$0	Buy	+7	New	+$350	﹤0.01%	493
2020 Q3	–	Sell	-10	Closed	–	–	357
2020 Q2	$0	Buy	+10	New	+$317	﹤0.01%	355

Other funds holding ZION

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sageworth Trust's ZION Position: Q1 2023 in Review

Sageworth Trust sold out of Zions Bancorporation (ZION) in Q1 2023, closing a stake of 7 shares.

Sageworth Trust first reported a position in ZION in Q2 2020 and held it in 2 quarters. The position peaked at $0 in Q4 2022. 449 funds tracked by Wall St. Rank hold ZION as of Q1 2023.

Sageworth Trust reported no remaining Zions Bancorporation position as of Q1 2023 after selling out during the quarter.
Sageworth Trust sold 7 Zions Bancorporation shares in Q1 2023.
Sageworth Trust first reported a position in Zions Bancorporation in Q2 2020 and held it in 2 quarters.
Sageworth Trust's Zions Bancorporation position peaked at $0 in Q4 2022.
449 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2023.

Based on Sageworth Trust's 13F filing for Q1 2023, filed 8 May 2023.