Sumitomo Mitsui DS Asset Management’s Zions Bancorporation ZION Stock Holding History

Sumitomo Mitsui DS 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
2023 Q3	–	Sell	-33,038	Closed	-$887K	–	791
2023 Q2	$887K	Buy	+33,038	New	+$916K	0.01%	587
2020 Q4	–	Sell	-10,754	Closed	-$314K	–	744
2020 Q3	$314K	Buy	10,754 +174	+2%	+$5.61K	0.01%	655
2020 Q2	$359K	Sell	10,580 -34	-0.3%	-$1.08K	0.01%	619
2020 Q1	$284K	Sell	10,614 -305	-3%	-$12.6K	0.01%	609
2019 Q4	$566K	Hold	10,919	–	–	0.02%	575
2019 Q3	$486K	Hold	10,919	–	–	0.02%	565
2019 Q2	$502K	Sell	10,919 -2,908	-21%	-$135K	0.02%	558
2019 Q1	$627K	Buy	13,827 +355	+3%	+$16.9K	0.01%	625
2018 Q4	$548K	Sell	13,472 -555	-4%	-$25.9K	0.01%	617
2018 Q3	$703K	Sell	14,027 -2	-0%	-$106	0.01%	619
2018 Q2	$739K	Buy	14,029 +70	+0.5%	+$3.86K	0.01%	598
2018 Q1	$736K	Sell	13,959 -181	-1%	-$9.74K	0.01%	592
2017 Q4	$718K	Sell	14,140 -2,040	-13%	-$97.7K	0.01%	617
2017 Q3	$763K	Hold	16,180	–	–	0.01%	562
2017 Q2	$710K	Buy	+16,180	New	+$666K	0.01%	584

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's ZION Position: Q3 2023 in Review

Sumitomo Mitsui DS Asset Management sold out of Zions Bancorporation (ZION) in Q3 2023, closing a stake of 33,038 shares — an estimated $887K sold.

Sumitomo Mitsui DS Asset Management first reported a position in ZION in Q2 2017 and held it in 15 quarters. The position peaked at $887K in Q2 2023. 428 funds tracked by Wall St. Rank hold ZION as of Q3 2023.

Sumitomo Mitsui DS Asset Management reported no remaining Zions Bancorporation position as of Q3 2023 after selling out during the quarter.
Sumitomo Mitsui DS Asset Management sold 33,038 Zions Bancorporation shares in Q3 2023, an estimated $887K.
Sumitomo Mitsui DS Asset Management first reported a position in Zions Bancorporation in Q2 2017 and held it in 15 quarters.
Sumitomo Mitsui DS Asset Management's Zions Bancorporation position peaked at $887K in Q2 2023.
428 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2023.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q3 2023, filed 30 Oct 2023.