Mitsubishi UFJ Morgan Stanley Securities’s Zions Bancorporation ZION Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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	-240	Closed	-$12K	–	193
2022 Q4	$12K	Sell	240 -250	-51%	-$12.5K	0.11%	109
2022 Q3	$25K	Hold	490	–	–	0.34%	58
2022 Q2	$25K	Hold	490	–	–	0.03%	57
2022 Q1	$32K	Buy	+490	New	+$33.5K	0.03%	53
2014 Q4	$20K	Buy	+690	New	+$19.5K	0.04%	141
2014 Q2	–	Sell	-570	Closed	-$18K	–	297
2014 Q1	$18K	Sell	570 -570	-50%	-$17.3K	0.05%	136
2013 Q4	$34K	Sell	1,140 -2,050	-64%	-$59K	0.06%	118
2013 Q3	$87K	Buy	3,190 +2,190	+219%	+$63.9K	0.14%	26
2013 Q2	$29K	Buy	+1,000	New	+$26.1K	0.1%	128

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mitsubishi UFJ Morgan Stanley Securities's ZION Position: Q1 2023 in Review

Mitsubishi UFJ Morgan Stanley Securities sold out of Zions Bancorporation (ZION) in Q1 2023, closing a stake of 240 shares — an estimated $12K sold.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in ZION in Q2 2013 and held it in 9 quarters. The position peaked at $87K in Q3 2013. 449 funds tracked by Wall St. Rank hold ZION as of Q1 2023.

Mitsubishi UFJ Morgan Stanley Securities reported no remaining Zions Bancorporation position as of Q1 2023 after selling out during the quarter.
Mitsubishi UFJ Morgan Stanley Securities sold 240 Zions Bancorporation shares in Q1 2023, an estimated $12K.
Mitsubishi UFJ Morgan Stanley Securities first reported a position in Zions Bancorporation in Q2 2013 and held it in 9 quarters.
Mitsubishi UFJ Morgan Stanley Securities's Zions Bancorporation position peaked at $87K in Q3 2013.
449 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2023.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q1 2023, filed 2 May 2023.