AGM
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Alpine Global Management’s Zions Bancorporation ZION Stock Holding History

Alpine Global 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
2022
Q2 		– Sell
-4,991
Closed -$327 – 656
2022
Q1 		$327 Sell
4,991
-4,790
-49% -$328K 0.07% 144
2021
Q4 		$618K Buy
+9,781
New +$625K 0.09% 343
2017
Q2 		– Sell
-12,657
Closed -$532K – 330
2017
Q1 		$532K Buy
+12,657
New +$550K 0.14% 129
2015
Q3 		– Sell
-920
Closed -$29K – 843
2015
Q2 		$29K Buy
+920
New +$27.1K ﹤0.01% 885

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return