ZIM
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Zacks Investment Management’s Banner Corp BANR Stock Holding History

Zacks Investment Management’s Portfolio BANR Stock Details BANR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-20,408
Closed -$891K – 611
2023
Q2 		$891K Sell
20,408
-238
-1% -$11.2K 0.01% 391
2023
Q1 		$1.12M Sell
20,646
-225
-1% -$13.7K 0.02% 338
2022
Q4 		$1.32M Sell
20,871
-709
-3% -$47.6K 0.02% 322
2022
Q3 		$1.27M Sell
21,580
-429
-2% -$25.9K 0.02% 311
2022
Q2 		$1.24M Buy
22,009
+219
+1% +$12.2K 0.02% 319
2022
Q1 		$1.27M Buy
21,790
+7
+0% +$431 0.02% 335
2021
Q4 		$1.32M Sell
21,783
-622
-3% -$36.8K 0.02% 346
2021
Q3 		$1.24M Buy
22,405
+1,590
+8% +$85.6K 0.02% 349
2021
Q2 		$1.13M Sell
20,815
-141
-0.7% -$7.98K 0.02% 351
2021
Q1 		$1.12M Buy
20,956
+721
+4% +$37.5K 0.02% 345
2020
Q4 		$943K Buy
+20,235
New +$835K 0.02% 357
2019
Q2 		– Sell
-39,811
Closed -$2.16M – 534
2019
Q1 		$2.16M Buy
39,811
+6,777
+21% +$385K 0.05% 246
2018
Q4 		$1.77M Sell
33,034
-3,691
-10% -$214K 0.04% 250
2018
Q3 		$2.28M Buy
+36,725
New +$2.34M 0.05% 248
2013
Q4 		– Sell
-8,114
Closed -$310K – 666
2013
Q3 		$310K Sell
8,114
-302
-4% -$10.9K 0.01% 508
2013
Q2 		$284K Buy
+8,416
New +$271K 0.01% 476

Other funds holding BANR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Zacks Investment Management's BANR Position: Q3 2023 in Review

Zacks Investment Management sold out of Banner Corp (BANR) in Q3 2023, closing a stake of 20,408 shares — an estimated $891K sold.

Zacks Investment Management first reported a position in BANR in Q2 2013 and held it in 16 quarters. The position peaked at $2.28M in Q3 2018. 206 funds tracked by Wall St. Rank hold BANR as of Q3 2023.

  • Zacks Investment Management reported no remaining Banner Corp position as of Q3 2023 after selling out during the quarter.
  • Zacks Investment Management sold 20,408 Banner Corp shares in Q3 2023, an estimated $891K.
  • Zacks Investment Management first reported a position in Banner Corp in Q2 2013 and held it in 16 quarters.
  • Zacks Investment Management's Banner Corp position peaked at $2.28M in Q3 2018.
  • 206 funds tracked by Wall St. Rank held Banner Corp as of Q3 2023.

Based on Zacks Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.