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Sandy Spring Bank’s Zions Bancorporation ZION Stock Holding History

Sandy Spring Bank’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
2022
Q1 		– Sell
-41
Closed -$3K – 1243
2021
Q4 		$3K Hold
41
– – ﹤0.01% 1117
2021
Q3 		$3K Hold
41
– – ﹤0.01% 1045
2021
Q2 		$2K Buy
+41
New +$2.3K ﹤0.01% 1094
2016
Q3 		– Sell
-169
Closed -$4K – 897
2016
Q2 		$4K Hold
169
– – ﹤0.01% 807
2016
Q1 		$4K Hold
169
– – ﹤0.01% 840
2015
Q4 		$5K Hold
169
– – ﹤0.01% 781
2015
Q3 		$5K Hold
169
– – ﹤0.01% 776
2015
Q2 		$5K Buy
+169
New +$4.97K ﹤0.01% 814

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sandy Spring Bank's ZION Position: Q1 2022 in Review

Sandy Spring Bank sold out of Zions Bancorporation (ZION) in Q1 2022, closing a stake of 41 shares — an estimated $3K sold.

Sandy Spring Bank first reported a position in ZION in Q2 2015 and held it in 8 quarters. The position peaked at $5K in Q4 2015. 513 funds tracked by Wall St. Rank hold ZION as of Q1 2022.

  • Sandy Spring Bank reported no remaining Zions Bancorporation position as of Q1 2022 after selling out during the quarter.
  • Sandy Spring Bank sold 41 Zions Bancorporation shares in Q1 2022, an estimated $3K.
  • Sandy Spring Bank first reported a position in Zions Bancorporation in Q2 2015 and held it in 8 quarters.
  • Sandy Spring Bank's Zions Bancorporation position peaked at $5K in Q4 2015.
  • 513 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2022.

Based on Sandy Spring Bank's 13F filing for Q1 2022, filed 3 May 2022.