ZB
PLUS icon

Zions Bancorporation’s ePlus PLUS Stock Holding History

Zions Bancorporation’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$2.03M Buy
27,417
+4,413
+19% +$385K 0.13% 153
2024
Q3 		$2.26M Sell
23,004
-200
-0.9% -$17.6K 0.16% 119
2024
Q2 		$1.71M Sell
23,204
-6,779
-23% -$518K 0.14% 122
2024
Q1 		$2.35M Buy
29,983
+1,209
+4% +$94.1K 0.17% 104
2023
Q4 		$2.3M Buy
28,774
+730
+3% +$48.8K 0.16% 102
2023
Q3 		$1.78M Buy
28,044
+2,152
+8% +$133K 0.16% 110
2023
Q2 		$1.46M Buy
25,892
+231
+0.9% +$11.4K 0.12% 131
2023
Q1 		$1.26M Buy
25,661
+3,439
+15% +$174K 0.11% 150
2022
Q4 		$984K Buy
22,222
+2,489
+13% +$116K 0.08% 165
2022
Q3 		$820K Sell
19,733
-14
-0.1% -$685 0.09% 165
2022
Q2 		$1.05M Buy
19,747
+3,719
+23% +$208K 0.11% 143
2022
Q1 		$899K Buy
16,028
+4,238
+36% +$211K 0.08% 160
2021
Q4 		$635K Buy
11,790
+1,814
+18% +$100K 0.06% 186
2021
Q3 		$512K Buy
9,976
+1,032
+12% +$51K 0.05% 177
2021
Q2 		$388K Buy
8,944
+1,236
+16% +$59K 0.04% 215
2021
Q1 		$384K Sell
7,708
-42
-0.5% -$1.99K 0.04% 180
2020
Q4 		$341K Buy
7,750
+370
+5% +$14.8K 0.04% 180
2020
Q3 		$270K Buy
7,380
+810
+12% +$30.1K 0.04% 177
2020
Q2 		$232K Buy
6,570
+674
+11% +$23K 0.03% 192
2020
Q1 		$185K Buy
5,896
+726
+14% +$27.6K 0.03% 191
2019
Q4 		$218K Sell
5,170
-1,218
-19% -$49.6K 0.03% 206
2019
Q3 		$243K Buy
6,388
+1,772
+38% +$68.3K 0.03% 200
2019
Q2 		$159K Buy
4,616
+300
+7% +$12.5K 0.02% 261
2019
Q1 		$191K Buy
+4,316
New +$179K 0.03% 226
2018
Q4 		– Sell
-4,258
Closed -$197K – 688
2018
Q3 		$197K Buy
+4,258
New +$213K 0.05% 178

Other funds holding PLUS

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GC
Gobi Capital San Francisco, California $1.8B AUM 7.28% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Zions Bancorporation's PLUS Position: Q4 2024 in Review

Zions Bancorporation increased its ePlus (PLUS) stake by 19% in Q4 2024, buying an estimated $385K and bringing the position to 27,417 shares worth $2.03M. The position accounts for 0.13% of the portfolio, ranked #153.

Zions Bancorporation first reported a position in PLUS in Q3 2018 and has held it in 25 quarters since. The position peaked at $2.35M in Q1 2024. 241 funds tracked by Wall St. Rank hold PLUS as of Q4 2024.

  • Zions Bancorporation held 27,417 shares of ePlus worth $2.03M as of Q4 2024.
  • Zions Bancorporation bought 4,413 ePlus shares in Q4 2024, an estimated $385K.
  • ePlus made up 0.13% of Zions Bancorporation's portfolio in Q4 2024, its #153 holding.
  • Zions Bancorporation first reported a position in ePlus in Q3 2018 and has held it in 25 quarters since.
  • Zions Bancorporation's ePlus position peaked at $2.35M in Q1 2024.
  • 241 funds tracked by Wall St. Rank held ePlus as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.