Jupiter Asset 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
2025 Q4	–	Sell	-16,502	Closed	-$934K	–	505
2025 Q3	$934K	Buy	+16,502	New	+$918K	0.01%	353
2022 Q2	–	Sell	-3,281	Closed	-$215K	–	654
2022 Q1	$215K	Sell	3,281 -4,846	-60%	-$332K	﹤0.01%	498
2021 Q4	$513K	Buy	8,127 +1,020	+14%	+$65.1K	0.01%	468
2021 Q3	$440K	Buy	7,107 +3,190	+81%	+$175K	0.01%	487
2021 Q2	$207K	Sell	3,917 -850	-18%	-$47.6K	﹤0.01%	564
2021 Q1	$262K	Buy	+4,767	New	+$245K	﹤0.01%	536
2018 Q3	–	Sell	-225,140	Closed	-$11.9M	–	256
2018 Q2	$11.9M	Buy	225,140 +124,372	+123%	+$6.86M	0.35%	82
2018 Q1	$5.31M	Sell	100,768 -36,629	-27%	-$1.97M	0.16%	145
2017 Q4	$6.98M	Buy	+137,397	New	+$6.58M	0.2%	131
2013 Q3	–	Sell	-138,442	Closed	-$4M	–	208
2013 Q2	$4M	Buy	+138,442	New	+$3.62M	0.18%	136