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Symmetry Partners’s Zions Bancorporation ZION Stock Holding History

Symmetry 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
Q3 		– Sell
-9,923
Closed -$430K – 517
2024
Q2 		$430K Buy
+9,923
New +$419K 0.02% 319
2022
Q2 		– Sell
-9,657
Closed -$633K – 584
2022
Q1 		$633K Hold
9,657
– – 0.04% 307
2021
Q4 		$610K Hold
9,657
– – 0.04% 331
2021
Q3 		$613K Buy
+9,657
New +$531K 0.04% 341

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Symmetry Partners's ZION Position: Q3 2024 in Review

Symmetry Partners sold out of Zions Bancorporation (ZION) in Q3 2024, closing a stake of 9,923 shares — an estimated $430K sold.

Symmetry Partners first reported a position in ZION in Q3 2021 and held it in 4 quarters. The position peaked at $633K in Q1 2022. 470 funds tracked by Wall St. Rank hold ZION as of Q3 2024.

  • Symmetry Partners reported no remaining Zions Bancorporation position as of Q3 2024 after selling out during the quarter.
  • Symmetry Partners sold 9,923 Zions Bancorporation shares in Q3 2024, an estimated $430K.
  • Symmetry Partners first reported a position in Zions Bancorporation in Q3 2021 and held it in 4 quarters.
  • Symmetry Partners's Zions Bancorporation position peaked at $633K in Q1 2022.
  • 470 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.