SGI
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Summit Global Investments’s Zions Bancorporation ZION Stock Holding History

Summit Global Investments’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
2021
Q3 		– Sell
-206,077
Closed -$10.9M – 579
2021
Q2 		$10.9M Sell
206,077
-8,329
-4% -$466K 0.65% 29
2021
Q1 		$11.8M Buy
+214,406
New +$11M 0.76% 30

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Summit Global Investments's ZION Position: Q3 2021 in Review

Summit Global Investments sold out of Zions Bancorporation (ZION) in Q3 2021, closing a stake of 206,077 shares — an estimated $10.9M sold.

Summit Global Investments first reported a position in ZION in Q1 2021 and held it in 2 quarters. The position peaked at $11.8M in Q1 2021. 443 funds tracked by Wall St. Rank hold ZION as of Q3 2021.

  • Summit Global Investments reported no remaining Zions Bancorporation position as of Q3 2021 after selling out during the quarter.
  • Summit Global Investments sold 206,077 Zions Bancorporation shares in Q3 2021, an estimated $10.9M.
  • Summit Global Investments first reported a position in Zions Bancorporation in Q1 2021 and held it in 2 quarters.
  • Summit Global Investments's Zions Bancorporation position peaked at $11.8M in Q1 2021.
  • 443 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2021.

Based on Summit Global Investments's 13F filing for Q3 2021, filed 8 Nov 2021.