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ZIM
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
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Thrivent Financial for Lutherans
Minneapolis, Minnesota
$52.5B AUM
27.12%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
FMI
Fiduciary Management Inc
Milwaukee, Wisconsin
$8.06B AUM
6.78%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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