Echo Street Capital Management’s Zions Bancorporation ZION Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-12,689	Closed	-$380K	–	630
2023 Q1	$380K	Buy	+12,689	New	+$581K	﹤0.01%	325
2022 Q3	–	Sell	-6,038	Closed	-$307K	–	706
2022 Q2	$307K	Sell	6,038 -4,706	-44%	-$267K	﹤0.01%	420
2022 Q1	$704K	Buy	10,744 +2,754	+34%	+$188K	0.01%	319
2021 Q4	$505K	Buy	+7,990	New	+$510K	﹤0.01%	410
2021 Q3	–	Sell	-7,245	Closed	-$383K	–	774
2021 Q2	$383K	Buy	+7,245	New	+$406K	﹤0.01%	437
2021 Q1	–	Sell	-11,484	Closed	-$499K	–	618
2020 Q4	$499K	Buy	+11,484	New	+$425K	0.01%	256
2020 Q3	–	Sell	-36,759	Closed	-$1.25M	–	380
2020 Q2	$1.25M	Buy	+36,759	New	+$1.16M	0.01%	233