ZIM
ZION icon

Zacks Investment Management’s Zions Bancorporation ZION Stock Holding History

Zacks Investment 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
2024
Q1 		– Sell
-15,312
Closed -$672K – 721
2023
Q4 		$672K Buy
15,312
+171
+1% +$6.18K 0.01% 429
2023
Q3 		$528K Buy
15,141
+184
+1% +$6.42K 0.01% 451
2023
Q2 		$402K Buy
14,957
+203
+1% +$5.63K 0.01% 488
2023
Q1 		$442K Buy
14,754
+121
+0.8% +$5.54K 0.01% 467
2022
Q4 		$719K Buy
14,633
+110
+0.8% +$5.5K 0.01% 397
2022
Q3 		$739K Buy
+14,523
New +$794K 0.01% 383
2019
Q3 		– Sell
-60,598
Closed -$2.79M – 591
2019
Q2 		$2.79M Buy
60,598
+3,015
+5% +$139K 0.06% 202
2019
Q1 		$2.62M Buy
57,583
+6,966
+14% +$332K 0.06% 213
2018
Q4 		$2.06M Sell
50,617
-2,884
-5% -$134K 0.05% 229
2018
Q3 		$2.68M Buy
53,501
+2,766
+5% +$146K 0.06% 226
2018
Q2 		$2.67M Buy
50,735
+2,875
+6% +$159K 0.06% 225
2018
Q1 		$2.52M Buy
47,860
+3,762
+9% +$202K 0.06% 228
2017
Q4 		$2.24M Sell
44,098
-2,601
-6% -$125K 0.05% 243
2017
Q3 		$2.2M Buy
46,699
+15,347
+49% +$683K 0.05% 234
2017
Q2 		$1.38M Buy
31,352
+1,088
+4% +$44.8K 0.03% 296
2017
Q1 		$1.27M Buy
30,264
+2,943
+11% +$128K 0.03% 306
2016
Q4 		$1.18M Buy
+27,321
New +$1.01M 0.03% 295

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 $3.38T AUM 44.17% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Zacks Investment Management's ZION Position: Q1 2024 in Review

Zacks Investment Management sold out of Zions Bancorporation (ZION) in Q1 2024, closing a stake of 15,312 shares — an estimated $672K sold.

Zacks Investment Management first reported a position in ZION in Q4 2016 and held it in 17 quarters. The position peaked at $2.79M in Q2 2019. 460 funds tracked by Wall St. Rank hold ZION as of Q1 2024.

  • Zacks Investment Management reported no remaining Zions Bancorporation position as of Q1 2024 after selling out during the quarter.
  • Zacks Investment Management sold 15,312 Zions Bancorporation shares in Q1 2024, an estimated $672K.
  • Zacks Investment Management first reported a position in Zions Bancorporation in Q4 2016 and held it in 17 quarters.
  • Zacks Investment Management's Zions Bancorporation position peaked at $2.79M in Q2 2019.
  • 460 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2024.

Based on Zacks Investment Management's 13F filing for Q1 2024, filed 15 May 2024.