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ZION icon

TOBAM’s Zions Bancorporation ZION Stock Holding History

TOBAM’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
-531
Closed -$26K – 430
2022
Q4 		$26K Sell
531
-565
-52% -$28.3K ﹤0.01% 389
2022
Q3 		$56K Hold
1,096
– – ﹤0.01% 350
2022
Q2 		$56K Buy
1,096
+565
+106% +$32.1K ﹤0.01% 372
2022
Q1 		$35K Buy
+531
New +$36.3K ﹤0.01% 408
2020
Q4 		– Sell
-803
Closed -$23K – 450
2020
Q3 		$23K Buy
+803
New +$25.9K ﹤0.01% 411

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

TOBAM's ZION Position: Q1 2023 in Review

TOBAM sold out of Zions Bancorporation (ZION) in Q1 2023, closing a stake of 531 shares — an estimated $26K sold.

TOBAM first reported a position in ZION in Q3 2020 and held it in 5 quarters. The position peaked at $56K in Q3 2022. 449 funds tracked by Wall St. Rank hold ZION as of Q1 2023.

  • TOBAM reported no remaining Zions Bancorporation position as of Q1 2023 after selling out during the quarter.
  • TOBAM sold 531 Zions Bancorporation shares in Q1 2023, an estimated $26K.
  • TOBAM first reported a position in Zions Bancorporation in Q3 2020 and held it in 5 quarters.
  • TOBAM's Zions Bancorporation position peaked at $56K in Q3 2022.
  • 449 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2023.

Based on TOBAM's 13F filing for Q1 2023, filed 3 May 2023.