Sumitomo Mitsui DS Asset Management’s Zions Bancorporation ZION Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-33,038	Closed	-$887K	–	791
2023 Q2	$887K	Buy	+33,038	New	+$916K	0.01%	587
2020 Q4	–	Sell	-10,754	Closed	-$314K	–	744
2020 Q3	$314K	Buy	10,754 +174	+2%	+$5.61K	0.01%	655
2020 Q2	$359K	Sell	10,580 -34	-0.3%	-$1.08K	0.01%	619
2020 Q1	$284K	Sell	10,614 -305	-3%	-$12.6K	0.01%	609
2019 Q4	$566K	Hold	10,919	–	–	0.02%	575
2019 Q3	$486K	Hold	10,919	–	–	0.02%	565
2019 Q2	$502K	Sell	10,919 -2,908	-21%	-$135K	0.02%	558
2019 Q1	$627K	Buy	13,827 +355	+3%	+$16.9K	0.01%	625
2018 Q4	$548K	Sell	13,472 -555	-4%	-$25.9K	0.01%	617
2018 Q3	$703K	Sell	14,027 -2	-0%	-$106	0.01%	619
2018 Q2	$739K	Buy	14,029 +70	+0.5%	+$3.86K	0.01%	598
2018 Q1	$736K	Sell	13,959 -181	-1%	-$9.74K	0.01%	592
2017 Q4	$718K	Sell	14,140 -2,040	-13%	-$97.7K	0.01%	617
2017 Q3	$763K	Hold	16,180	–	–	0.01%	562
2017 Q2	$710K	Buy	+16,180	New	+$666K	0.01%	584