MUMSS
ZION icon

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return