IUHSA
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Itau Unibanco Holding S.A.’s Zions Bancorporation ZION Stock Holding History

Itau Unibanco Holding S.A.’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
-2,669
Closed -$131K – 627
2022
Q4 		$131K Buy
+2,669
New +$134K 0.01% 249
2019
Q2 		– Sell
-4,469
Closed -$177K – 910
2019
Q1 		$177K Hold
4,469
– – 0.01% 216
2018
Q4 		$177K Buy
4,469
+139
+3% +$6.48K 0.01% 216
2018
Q3 		$217K Sell
4,330
-2,722
-39% -$144K 0.01% 251
2018
Q2 		$371K Buy
+7,052
New +$389K 0.04% 160
2017
Q3 		– Sell
-250
Closed -$11K – 729
2017
Q2 		$11K Buy
250
+50
+25% +$2.06K ﹤0.01% 516
2017
Q1 		$8K Buy
+200
New +$8.69K ﹤0.01% 592

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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