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Strategic Value Bank Partners’s Zions Bancorporation ZION Stock Holding History

Strategic Value Bank 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
2024
Q1 		– Sell
-211,282
Closed -$9.27M – 25
2023
Q4 		$9.27M Hold
211,282
– – 4.53% 9
2023
Q3 		$7.37M Hold
211,282
– – 4.48% 9
2023
Q2 		$5.68M Buy
211,282
+16,825
+9% +$467K 3.72% 10
2023
Q1 		$5.82M Buy
+194,457
New +$8.9M 3.41% 13

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Strategic Value Bank Partners's ZION Position: Q1 2024 in Review

Strategic Value Bank Partners sold out of Zions Bancorporation (ZION) in Q1 2024, closing a stake of 211,282 shares — an estimated $9.27M sold.

Strategic Value Bank Partners first reported a position in ZION in Q1 2023 and held it in 4 quarters. The position peaked at $9.27M in Q4 2023. 460 funds tracked by Wall St. Rank hold ZION as of Q1 2024.

  • Strategic Value Bank Partners reported no remaining Zions Bancorporation position as of Q1 2024 after selling out during the quarter.
  • Strategic Value Bank Partners sold 211,282 Zions Bancorporation shares in Q1 2024, an estimated $9.27M.
  • Strategic Value Bank Partners first reported a position in Zions Bancorporation in Q1 2023 and held it in 4 quarters.
  • Strategic Value Bank Partners's Zions Bancorporation position peaked at $9.27M in Q4 2023.
  • 460 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2024.

Based on Strategic Value Bank Partners's 13F filing for Q1 2024, filed 15 May 2024.