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	–	626
2022 Q4	$131K	Buy	+2,669	New	+$134K	0.01%	249
2019 Q2	–	Sell	-4,469	Closed	-$177K	–	836
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	–	726
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 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 $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Itau Unibanco Holding S.A.'s ZION Position: Q1 2023 in Review

Itau Unibanco Holding S.A. sold out of Zions Bancorporation (ZION) in Q1 2023, closing a stake of 2,669 shares — an estimated $131K sold.

Itau Unibanco Holding S.A. first reported a position in ZION in Q1 2017 and held it in 7 quarters. The position peaked at $371K in Q2 2018. 449 funds tracked by Wall St. Rank hold ZION as of Q1 2023.

Itau Unibanco Holding S.A. reported no remaining Zions Bancorporation position as of Q1 2023 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 2,669 Zions Bancorporation shares in Q1 2023, an estimated $131K.
Itau Unibanco Holding S.A. first reported a position in Zions Bancorporation in Q1 2017 and held it in 7 quarters.
Itau Unibanco Holding S.A.'s Zions Bancorporation position peaked at $371K in Q2 2018.
449 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2023, filed 12 May 2023.