Kula Investments’s Zions Bancorporation ZION Stock Holding History

Kula Investments’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	-9,619	Closed	-$473K	–	883
2022 Q4	$473K	Buy	+9,619	New	+$481K	0.14%	227

Other funds holding ZION

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kula Investments's ZION Position: Q1 2023 in Review

Kula Investments sold out of Zions Bancorporation (ZION) in Q1 2023, closing a stake of 9,619 shares — an estimated $473K sold.

Kula Investments first reported a position in ZION in Q4 2022 and held it in 1 quarter. The position peaked at $473K in Q4 2022. 448 funds tracked by Wall St. Rank hold ZION as of Q1 2023.

Kula Investments reported no remaining Zions Bancorporation position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 9,619 Zions Bancorporation shares in Q1 2023, an estimated $473K.
Kula Investments first reported a position in Zions Bancorporation in Q4 2022 and held it in 1 quarter.
Kula Investments's Zions Bancorporation position peaked at $473K in Q4 2022.
448 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.