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Swarthmore Group’s Zions Bancorporation ZION Stock Holding History

Swarthmore Group’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
2022
Q2 		$217K Sell
4,269
-66,537
-94% -$3.78M 0.09% 45
2022
Q1 		$4.64M Buy
+70,806
New +$4.84M 1.19% 36

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Swarthmore Group's ZION Position: Q2 2022 in Review

Swarthmore Group reduced its Zions Bancorporation (ZION) stake by 94% in Q2 2022, selling an estimated $3.78M and leaving 4,269 shares worth $217K. The position accounts for 0.09% of the portfolio, ranked #45.

Swarthmore Group first reported a position in ZION in Q1 2022 and has held it in 2 quarters since. The position peaked at $4.64M in Q1 2022. 490 funds tracked by Wall St. Rank hold ZION as of Q2 2022.

  • Swarthmore Group held 4,269 shares of Zions Bancorporation worth $217K as of Q2 2022.
  • Swarthmore Group sold 66,537 Zions Bancorporation shares in Q2 2022, an estimated $3.78M.
  • Zions Bancorporation made up 0.09% of Swarthmore Group's portfolio in Q2 2022, its #45 holding.
  • Swarthmore Group first reported a position in Zions Bancorporation in Q1 2022 and has held it in 2 quarters since.
  • Swarthmore Group's Zions Bancorporation position peaked at $4.64M in Q1 2022.
  • 490 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2022.

Based on Swarthmore Group's 13F filing for Q2 2022, filed 20 Jul 2022.