Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s Zions Bancorporation ZION Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
-30,040
Closed -$899K – 757
2023
Q1 		$899K Buy
30,040
+11,200
+59% +$513K ﹤0.01% 501
2022
Q4 		$926K Buy
18,840
+8,940
+90% +$447K ﹤0.01% 518
2022
Q3 		$504K Buy
9,900
+4,100
+71% +$224K ﹤0.01% 571
2022
Q2 		$295K Buy
+5,800
New +$330K ﹤0.01% 673
2015
Q4 		– Sell
-14,700
Closed -$405K – 616
2015
Q3 		$405K Sell
14,700
-31,400
-68% -$931K ﹤0.01% 488
2015
Q2 		$1.46M Sell
46,100
-9,100
-16% -$268K ﹤0.01% 338
2015
Q1 		$1.49M Buy
55,200
+3,300
+6% +$86.4K ﹤0.01% 346
2014
Q4 		$1.48M Sell
51,900
-8,900
-15% -$251K ﹤0.01% 343
2014
Q3 		$1.77M Buy
60,800
+25,400
+72% +$737K ﹤0.01% 361
2014
Q2 		$1.04M Sell
35,400
-3,000
-8% -$88.2K ﹤0.01% 404
2014
Q1 		$1.19M Sell
38,400
-6,308
-14% -$192K ﹤0.01% 462
2013
Q4 		$1.34M Buy
44,708
+490
+1% +$14.1K ﹤0.01% 438
2013
Q3 		$1.21M Sell
44,218
-4,331
-9% -$126K ﹤0.01% 446
2013
Q2 		$1.4M Buy
+48,549
New +$1.27M ﹤0.01% 426

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s ZION Position: Q2 2023 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Zions Bancorporation (ZION) in Q2 2023, closing a stake of 30,040 shares — an estimated $899K sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in ZION in Q2 2013 and held it in 14 quarters. The position peaked at $1.77M in Q3 2014. 422 funds tracked by Wall St. Rank hold ZION as of Q2 2023.

  • Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Zions Bancorporation position as of Q2 2023 after selling out during the quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 30,040 Zions Bancorporation shares in Q2 2023, an estimated $899K.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Zions Bancorporation in Q2 2013 and held it in 14 quarters.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Zions Bancorporation position peaked at $1.77M in Q3 2014.
  • 422 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2023.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2023, filed 14 Aug 2023.