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Capula Management’s Zions Bancorporation ZION Stock Holding History

Capula 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
-17,500
Closed -$860K – 961
2022
Q4 		$860K Hold
17,500
– – 0.01% 488
2022
Q3 		$890K Buy
+17,500
New +$957K 0.01% 419

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capula Management's ZION Position: Q1 2023 in Review

Capula Management sold out of Zions Bancorporation (ZION) in Q1 2023, closing a stake of 2,100 shares — an estimated $103K sold.

Capula Management first reported a position in ZION in Q3 2022 and held it in 2 quarters. The position peaked at $604K in Q3 2022. 448 funds tracked by Wall St. Rank hold ZION as of Q1 2023.

  • Capula Management reported no remaining Zions Bancorporation position as of Q1 2023 after selling out during the quarter.
  • Capula Management sold 2,100 Zions Bancorporation shares in Q1 2023, an estimated $103K.
  • Capula Management first reported a position in Zions Bancorporation in Q3 2022 and held it in 2 quarters.
  • Capula Management's Zions Bancorporation position peaked at $604K in Q3 2022.
  • 448 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2023.

Based on Capula Management's 13F filing for Q1 2023, filed 10 May 2023.