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Systematic Financial Management’s Zions Bancorporation ZION Stock Holding History

Systematic Financial Management’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
2023
Q1 		– Sell
-18,875
Closed -$928K – 316
2022
Q4 		$928K Buy
18,875
+3,400
+22% +$170K 0.03% 189
2022
Q3 		$787K Sell
15,475
-100
-0.6% -$5.47K 0.03% 185
2022
Q2 		$793K Buy
15,575
+2,850
+22% +$162K 0.03% 191
2022
Q1 		$834K Buy
12,725
+6,300
+98% +$431K 0.03% 190
2021
Q4 		$406K Buy
6,425
+900
+16% +$57.5K 0.01% 207
2021
Q3 		$342K Sell
5,525
-30
-0.5% -$1.65K 0.01% 212
2021
Q2 		$294K Hold
5,555
– – 0.01% 216
2021
Q1 		$305K Buy
5,555
+40
+0.7% +$2.06K 0.01% 207
2020
Q4 		$240K Buy
5,515
+715
+15% +$26.4K 0.01% 211
2020
Q3 		$140K Hold
4,800
– – 0.01% 219
2020
Q2 		$163K Sell
4,800
-3,490
-42% -$110K 0.01% 474
2020
Q1 		$222K Sell
8,290
-3,400
-29% -$140K 0.01% 385
2019
Q4 		$607K Sell
11,690
-94
-0.8% -$4.56K 0.02% 345
2019
Q3 		$525K Sell
11,784
-56,679
-83% -$2.45M 0.02% 374
2019
Q2 		$3.15M Sell
68,463
-65,992
-49% -$3.05M 0.12% 157
2019
Q1 		$6.11M Sell
134,455
-8,570
-6% -$409K 0.21% 146
2018
Q4 		$5.83M Buy
143,025
+133,225
+1,359% +$6.21M 0.18% 188
2018
Q3 		$491K Sell
9,800
-500
-5% -$26.4K 0.01% 602
2018
Q2 		$543K Sell
10,300
-900
-8% -$49.7K 0.01% 578
2018
Q1 		$591K Buy
11,200
+3,113
+38% +$168K 0.01% 573
2017
Q4 		$411K Hold
8,087
– – 0.01% 593
2017
Q3 		$382K Sell
8,087
-952,326
-99% -$42.4M 0.01% 597
2017
Q2 		$42.2M Sell
960,413
-307,506
-24% -$12.7M 0.78% 26
2017
Q1 		$53.3M Sell
1,267,919
-203,629
-14% -$8.84M 0.94% 14
2016
Q4 		$63.3M Sell
1,471,548
-1,418,528
-49% -$52.3M 1.01% 14
2016
Q3 		$89.7M Buy
+2,890,076
New +$82.1M 1.26% 6
2013
Q4 		– Sell
-2,481,845
Closed -$68.1M – 700
2013
Q3 		$68.1M Sell
2,481,845
-1,272,883
-34% -$37.2M 0.54% 67
2013
Q2 		$109M Buy
+3,754,728
New +$98.2M 0.93% 23

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 $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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 Financial Management's ZION Position: Q1 2023 in Review

Systematic Financial Management sold out of Zions Bancorporation (ZION) in Q1 2023, closing a stake of 18,875 shares — an estimated $928K sold.

Systematic Financial Management first reported a position in ZION in Q2 2013 and held it in 28 quarters. The position peaked at $109M in Q2 2013. 449 funds tracked by Wall St. Rank hold ZION as of Q1 2023.

  • Systematic Financial Management reported no remaining Zions Bancorporation position as of Q1 2023 after selling out during the quarter.
  • Systematic Financial Management sold 18,875 Zions Bancorporation shares in Q1 2023, an estimated $928K.
  • Systematic Financial Management first reported a position in Zions Bancorporation in Q2 2013 and held it in 28 quarters.
  • Systematic Financial Management's Zions Bancorporation position peaked at $109M in Q2 2013.
  • 449 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2023.

Based on Systematic Financial Management's 13F filing for Q1 2023, filed 12 May 2023.