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Systematic Alpha Investments’s Zions Bancorporation ZION Stock Holding History

Systematic Alpha 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
2022
Q3 		– Sell
-10,159
Closed -$517K – 223
2022
Q2 		$517K Hold
10,159
– – 0.03% 135
2022
Q1 		$666K Buy
+10,159
New +$695K 0.03% 127
2021
Q4 		– Sell
-59
Closed -$4K – 486
2021
Q3 		$4K Buy
+59
New +$3.24K ﹤0.01% 458

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Systematic Alpha Investments's ZION Position: Q3 2022 in Review

Systematic Alpha Investments sold out of Zions Bancorporation (ZION) in Q3 2022, closing a stake of 10,159 shares — an estimated $517K sold.

Systematic Alpha Investments first reported a position in ZION in Q3 2021 and held it in 3 quarters. The position peaked at $666K in Q1 2022. 490 funds tracked by Wall St. Rank hold ZION as of Q3 2022.

  • Systematic Alpha Investments reported no remaining Zions Bancorporation position as of Q3 2022 after selling out during the quarter.
  • Systematic Alpha Investments sold 10,159 Zions Bancorporation shares in Q3 2022, an estimated $517K.
  • Systematic Alpha Investments first reported a position in Zions Bancorporation in Q3 2021 and held it in 3 quarters.
  • Systematic Alpha Investments's Zions Bancorporation position peaked at $666K in Q1 2022.
  • 490 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2022.

Based on Systematic Alpha Investments's 13F filing for Q3 2022, filed 9 Nov 2022.