SFI
ZION icon

Susquehanna Fundamental Investments’s Zions Bancorporation ZION Stock Holding History

Susquehanna Fundamental 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
Q4 		– Sell
-177,052
Closed -$11M – 1799
2021
Q3 		$11M Sell
177,052
-55,879
-24% -$3.07M 0.2% 124
2021
Q2 		$12.3M Sell
232,931
-25,100
-10% -$1.41M 0.22% 99
2021
Q1 		$14.2M Hold
258,031
– – 0.24% 100
2020
Q4 		$11.2M Buy
258,031
+177,052
+219% +$6.55M 0.2% 128
2020
Q3 		$2.37M Buy
80,979
+31,879
+65% +$1.03M 0.07% 386
2020
Q2 		$1.67M Buy
+49,100
New +$1.55M 0.08% 324
2020
Q1 		– Sell
-62,400
Closed -$3.24M – 425
2019
Q4 		$3.24M Buy
62,400
+1,600
+3% +$77.7K 0.42% 75
2019
Q3 		$2.71M Buy
+60,800
New +$2.63M 0.33% 96

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return