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Seven Eight Capital’s Zions Bancorporation ZION Stock Holding History

Seven Eight Capital’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
Q4 		– Sell
-34,426
Closed -$1.63M – 665
2024
Q3 		$1.63M Sell
34,426
-15,034
-30% -$712K 0.15% 241
2024
Q2 		$2.15M Sell
49,460
-10,800
-18% -$456K 0.22% 120
2024
Q1 		$2.62M Buy
60,260
+39,576
+191% +$1.63M 0.27% 107
2023
Q4 		$907K Buy
+20,684
New +$747K 0.11% 281
2021
Q2 		– Sell
-23,300
Closed -$1.01M – 732
2021
Q1 		$1.01M Hold
23,300
– – 0.23% 161
2020
Q4 		$1.01M Buy
23,300
+2,200
+10% +$81.4K 0.23% 163
2020
Q3 		$617K Buy
+21,100
New +$680K 0.13% 294
2019
Q3 		– Sell
-52,512
Closed -$2.42M – 752
2019
Q2 		$2.42M Sell
52,512
-16,700
-24% -$773K 0.13% 230
2019
Q1 		$3.14M Buy
69,212
+64,000
+1,228% +$3.05M 0.17% 178
2018
Q4 		$212K Sell
5,212
-58,100
-92% -$2.71M 0.01% 502
2018
Q3 		$3.17M Buy
+63,312
New +$3.34M 0.19% 164
2016
Q2 		– Sell
-6,412
Closed -$155K – 695
2016
Q1 		$155K Buy
6,412
+4,500
+235% +$103K 0.07% 341
2015
Q4 		$52K Sell
1,912
-5,200
-73% -$149K 0.04% 432
2015
Q3 		$196K Sell
7,112
-3,200
-31% -$94.9K 0.17% 196
2015
Q2 		$327K Buy
10,312
+8,700
+540% +$256K 0.39% 78
2015
Q1 		$44K Buy
+1,612
New +$42.2K 0.07% 300
2014
Q4 		– Sell
-12
Closed -$349 – 684
2014
Q3 		$349 Buy
+12
New +$348 ﹤0.01% 497

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Seven Eight Capital's ZION Position: Q4 2024 in Review

Seven Eight Capital sold out of Zions Bancorporation (ZION) in Q4 2024, closing a stake of 34,426 shares — an estimated $1.63M sold.

Seven Eight Capital first reported a position in ZION in Q3 2014 and held it in 17 quarters. The position peaked at $3.17M in Q3 2018. 472 funds tracked by Wall St. Rank hold ZION as of Q4 2024.

  • Seven Eight Capital reported no remaining Zions Bancorporation position as of Q4 2024 after selling out during the quarter.
  • Seven Eight Capital sold 34,426 Zions Bancorporation shares in Q4 2024, an estimated $1.63M.
  • Seven Eight Capital first reported a position in Zions Bancorporation in Q3 2014 and held it in 17 quarters.
  • Seven Eight Capital's Zions Bancorporation position peaked at $3.17M in Q3 2018.
  • 472 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2024.

Based on Seven Eight Capital's 13F filing for Q4 2024.