USA Financial Formulas’s Zions Bancorporation ZION Stock Holding History

USA Financial Formulas’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	–	Sell	-15,408	Closed	-$1.01M	–	459
2022 Q1	$1.01M	Buy	15,408 +15,399	+171,100%	+$1.05M	1.08%	31
2021 Q4	$1K	Buy	+9	New	+$575	﹤0.01%	360
2018 Q4	–	Sell	-48,650	Closed	-$2.56M	–	419
2018 Q3	$2.56M	Sell	48,650 -19,965	-29%	-$1.05M	0.65%	53
2018 Q2	$3.62M	Sell	68,615 -509	-0.7%	-$28.1K	0.88%	43
2018 Q1	$3.65M	Buy	+69,124	New	+$3.72M	0.88%	42
2017 Q4	–	Sell	-16,622	Closed	-$784K	–	351
2017 Q3	$784K	Buy	+16,622	New	+$740K	0.19%	107
2017 Q2	–	Sell	-62,304	Closed	-$2.62M	–	325
2017 Q1	$2.62M	Sell	62,304 -20,815	-25%	-$904K	0.63%	63
2016 Q4	$3.58M	Buy	+83,119	New	+$3.06M	0.89%	29

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

USA Financial Formulas's ZION Position: Q2 2022 in Review

USA Financial Formulas sold out of Zions Bancorporation (ZION) in Q2 2022, closing a stake of 15,408 shares — an estimated $1.01M sold.

USA Financial Formulas first reported a position in ZION in Q4 2016 and held it in 8 quarters. The position peaked at $3.65M in Q1 2018. 489 funds tracked by Wall St. Rank hold ZION as of Q2 2022.

USA Financial Formulas reported no remaining Zions Bancorporation position as of Q2 2022 after selling out during the quarter.
USA Financial Formulas sold 15,408 Zions Bancorporation shares in Q2 2022, an estimated $1.01M.
USA Financial Formulas first reported a position in Zions Bancorporation in Q4 2016 and held it in 8 quarters.
USA Financial Formulas's Zions Bancorporation position peaked at $3.65M in Q1 2018.
489 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2022.

Based on USA Financial Formulas's 13F filing for Q2 2022, filed 15 Aug 2022.