Maverick Capital’s Zions Bancorporation ZION Stock Holding History

Maverick Capital’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 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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Maverick Capital's ZION Position: Q2 2023 in Review

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

Maverick Capital first reported a position in ZION in Q2 2020 and held it in 5 quarters. The position peaked at $986K in Q2 2020. 422 funds tracked by Wall St. Rank hold ZION as of Q2 2023.

Maverick Capital reported no remaining Zions Bancorporation position as of Q2 2023 after selling out during the quarter.
Maverick Capital sold 9,010 Zions Bancorporation shares in Q2 2023, an estimated $270K.
Maverick Capital first reported a position in Zions Bancorporation in Q2 2020 and held it in 5 quarters.
Maverick Capital's Zions Bancorporation position peaked at $986K in Q2 2020.
422 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.