Ardevora Asset Management’s Zions Bancorporation ZION Stock Holding History

Ardevora Asset 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 Q2	–	Sell	-1,347,703	Closed	-$40.3M	–	130
2023 Q1	$40.3M	Buy	1,347,703 +542,724	+67%	+$24.8M	0.72%	70
2022 Q4	$39.6M	Buy	804,979 +21,753	+3%	+$1.09M	0.67%	79
2022 Q3	$39.8M	Sell	783,226 -107,611	-12%	-$5.88M	0.72%	76
2022 Q2	$45.3M	Sell	890,837 -593,320	-40%	-$33.7M	0.74%	109
2022 Q1	$97.3M	Buy	1,484,157 +476,457	+47%	+$32.6M	1.27%	5
2021 Q4	$63.6M	Sell	1,007,700 -112,100	-10%	-$7.16M	0.68%	108
2021 Q3	$69.3M	Buy	1,119,800 +7,800	+0.7%	+$429K	0.88%	50
2021 Q2	$58.8M	Buy	+1,112,000	New	+$62.3M	0.74%	103

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Ardevora Asset Management's ZION Position: Q2 2023 in Review

Ardevora Asset Management sold out of Zions Bancorporation (ZION) in Q2 2023, closing a stake of 1,347,703 shares — an estimated $40.3M sold.

Ardevora Asset Management first reported a position in ZION in Q2 2021 and held it in 8 quarters. The position peaked at $97.3M in Q1 2022. 422 funds tracked by Wall St. Rank hold ZION as of Q2 2023.

Ardevora Asset Management reported no remaining Zions Bancorporation position as of Q2 2023 after selling out during the quarter.
Ardevora Asset Management sold 1,347,703 Zions Bancorporation shares in Q2 2023, an estimated $40.3M.
Ardevora Asset Management first reported a position in Zions Bancorporation in Q2 2021 and held it in 8 quarters.
Ardevora Asset Management's Zions Bancorporation position peaked at $97.3M in Q1 2022.
422 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2023.

Based on Ardevora Asset Management's 13F filing for Q2 2023, filed 6 Jul 2023.