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MSD Partners’s Zions Bancorporation ZION Stock Holding History

MSD Partners’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
Q4 		– Sell
-48,134
Closed -$1.68M – 66
2023
Q3 		$1.68M Hold
48,134
– – 0.14% 25
2023
Q2 		$1.29M Hold
48,134
– – 0.12% 29
2023
Q1 		$1.44M Hold
48,134
– – 0.14% 30
2022
Q4 		$2.37M Hold
48,134
– – 0.27% 29
2022
Q3 		$2.45M Hold
48,134
– – 0.28% 32
2022
Q2 		$2.45M Hold
48,134
– – 0.18% 40
2022
Q1 		$3.16M Sell
48,134
-96,268
-67% -$6.59M 0.19% 37
2021
Q4 		$9.12M Buy
144,402
+96,268
+200% +$6.15M 0.11% 58
2021
Q3 		$2.98M Sell
48,134
-48,132
-50% -$2.64M 0.11% 52
2021
Q2 		$5.09M Buy
+96,266
New +$5.39M 0.17% 44

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BlackRock
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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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return