MC
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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 – 829
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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return