SIP
ZION icon

Stoneridge Investment Partners’s Zions Bancorporation ZION Stock Holding History

Stoneridge Investment Partners’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
-23,948
Closed -$1.18M – 118
2022
Q4 		$1.18M Buy
+23,948
New +$1.2M 0.65% 48
2021
Q3 		– Sell
-38,220
Closed -$2.02M – 137
2021
Q2 		$2.02M Buy
+38,220
New +$2.14M 0.98% 32

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 $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Stoneridge Investment Partners's ZION Position: Q1 2023 in Review

Stoneridge Investment Partners sold out of Zions Bancorporation (ZION) in Q1 2023, closing a stake of 23,948 shares — an estimated $1.18M sold.

Stoneridge Investment Partners first reported a position in ZION in Q2 2021 and held it in 2 quarters. The position peaked at $2.02M in Q2 2021. 449 funds tracked by Wall St. Rank hold ZION as of Q1 2023.

  • Stoneridge Investment Partners reported no remaining Zions Bancorporation position as of Q1 2023 after selling out during the quarter.
  • Stoneridge Investment Partners sold 23,948 Zions Bancorporation shares in Q1 2023, an estimated $1.18M.
  • Stoneridge Investment Partners first reported a position in Zions Bancorporation in Q2 2021 and held it in 2 quarters.
  • Stoneridge Investment Partners's Zions Bancorporation position peaked at $2.02M in Q2 2021.
  • 449 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2023.

Based on Stoneridge Investment Partners's 13F filing for Q1 2023, filed 28 Apr 2023.