59 North Capital Management’s Zions Bancorporation ZION Stock Holding History

59 North Capital 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
2023 Q1	–	Sell	-731,032	Closed	-$35.9M	–	16
2022 Q4	$35.9M	Buy	731,032 +44,502	+6%	+$2.23M	6.44%	7
2022 Q3	$34.9M	Buy	686,530 +1,884	+0.3%	+$103K	9.34%	5
2022 Q2	$34.8M	Buy	684,646 +333,351	+95%	+$18.9M	9.99%	4
2022 Q1	$23M	Buy	351,295 +34,284	+11%	+$2.35M	5.84%	11
2021 Q4	$20M	Buy	317,011 +57,339	+22%	+$3.66M	5.91%	9
2021 Q3	$16.1M	Sell	259,672 -157,145	-38%	-$8.63M	5.45%	9
2021 Q2	$22M	Buy	416,817 +204,937	+97%	+$11.5M	8.22%	8
2021 Q1	$11.6M	Buy	+211,880	New	+$10.9M	4.88%	10

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

59 North Capital Management's ZION Position: Q1 2023 in Review

59 North Capital Management sold out of Zions Bancorporation (ZION) in Q1 2023, closing a stake of 731,032 shares — an estimated $35.9M sold.

59 North Capital Management first reported a position in ZION in Q1 2021 and held it in 8 quarters. The position peaked at $35.9M in Q4 2022. 449 funds tracked by Wall St. Rank hold ZION as of Q1 2023.

59 North Capital Management reported no remaining Zions Bancorporation position as of Q1 2023 after selling out during the quarter.
59 North Capital Management sold 731,032 Zions Bancorporation shares in Q1 2023, an estimated $35.9M.
59 North Capital Management first reported a position in Zions Bancorporation in Q1 2021 and held it in 8 quarters.
59 North Capital Management's Zions Bancorporation position peaked at $35.9M in Q4 2022.
449 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2023.

Based on 59 North Capital Management's 13F filing for Q1 2023, filed 15 May 2023.