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

Echo Street 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 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

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

Echo Street Capital Management's ZION Position: Q2 2023 in Review

Echo Street Capital Management sold out of Zions Bancorporation (ZION) in Q2 2023, closing a stake of 12,689 shares — an estimated $380K sold.

Echo Street Capital Management first reported a position in ZION in Q2 2020 and held it in 7 quarters. The position peaked at $1.25M in Q2 2020. 422 funds tracked by Wall St. Rank hold ZION as of Q2 2023.

Echo Street Capital Management reported no remaining Zions Bancorporation position as of Q2 2023 after selling out during the quarter.
Echo Street Capital Management sold 12,689 Zions Bancorporation shares in Q2 2023, an estimated $380K.
Echo Street Capital Management first reported a position in Zions Bancorporation in Q2 2020 and held it in 7 quarters.
Echo Street Capital Management's Zions Bancorporation position peaked at $1.25M in Q2 2020.
422 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2023.

Based on Echo Street Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.