Shikiar Asset Management’s Zions Bancorporation ZION Stock Holding History

Shikiar 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
2024 Q2	–	Sell	-5,000	Closed	-$217K	–	74
2024 Q1	$217K	Buy	+5,000	New	+$206K	0.06%	70
2014 Q2	–	Sell	-8,500	Closed	-$263K	–	117
2014 Q1	$263K	Sell	8,500 -1,500	-15%	-$45.6K	0.12%	102
2013 Q4	$300K	Hold	10,000	–	–	0.13%	85
2013 Q3	$274K	Hold	10,000	–	–	0.14%	83
2013 Q2	$289K	Buy	+10,000	New	+$261K	0.14%	83

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Shikiar Asset Management's ZION Position: Q2 2024 in Review

Shikiar Asset Management sold out of Zions Bancorporation (ZION) in Q2 2024, closing a stake of 5,000 shares — an estimated $217K sold.

Shikiar Asset Management first reported a position in ZION in Q2 2013 and held it in 5 quarters. The position peaked at $300K in Q4 2013. 431 funds tracked by Wall St. Rank hold ZION as of Q2 2024.

Shikiar Asset Management reported no remaining Zions Bancorporation position as of Q2 2024 after selling out during the quarter.
Shikiar Asset Management sold 5,000 Zions Bancorporation shares in Q2 2024, an estimated $217K.
Shikiar Asset Management first reported a position in Zions Bancorporation in Q2 2013 and held it in 5 quarters.
Shikiar Asset Management's Zions Bancorporation position peaked at $300K in Q4 2013.
431 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2024.

Based on Shikiar Asset Management's 13F filing for Q2 2024, filed 16 Jul 2024.