LA
ZION icon

Lee Ainslie’s Zions Bancorporation ZION Stock Holding History

Lee Ainslie’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
-9,010
Closed -$270K – 562
2023
Q1 		$270K Buy
9,010
+3,707
+70% +$170K 0.01% 429
2022
Q4 		$261K Buy
+5,303
New +$265K 0.01% 322
2021
Q3 		– Sell
-1,274
Closed -$67K – 827
2021
Q2 		$67K Buy
+1,274
New +$71.3K ﹤0.01% 590
2020
Q4 		– Sell
-13,290
Closed -$388K – 795
2020
Q3 		$388K Sell
13,290
-15,723
-54% -$507K 0.01% 440
2020
Q2 		$986K Buy
+29,013
New +$919K 0.02% 327

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 $3.37T AUM 44.26% 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

Lee Ainslie's ZION Position: Q2 2023 in Review

Lee Ainslie sold out of Zions Bancorporation (ZION) in Q2 2023, closing a stake of 9,010 shares — an estimated $270K sold.

Lee Ainslie first reported a position in ZION in Q2 2020 and held it in 5 quarters. The position peaked at $986K in Q2 2020. 423 funds tracked by Wall St. Rank hold ZION as of Q2 2023.

  • Lee Ainslie reported no remaining Zions Bancorporation position as of Q2 2023 after selling out during the quarter.
  • Lee Ainslie sold 9,010 Zions Bancorporation shares in Q2 2023, an estimated $270K.
  • Lee Ainslie first reported a position in Zions Bancorporation in Q2 2020 and held it in 5 quarters.
  • Lee Ainslie's Zions Bancorporation position peaked at $986K in Q2 2020.
  • 423 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2023.

Based on Maverick Capital's 13F filing for Q2 2023, filed 14 Aug 2023.