Taika Capital’s Zions Bancorporation ZION Stock Holding History

Taika 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
2024 Q4	–	Sell	-15,931	Closed	-$752K	–	100
2024 Q3	$752K	Buy	+15,931	New	+$754K	0.57%	34

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Taika Capital's ZION Position: Q4 2024 in Review

Taika Capital sold out of Zions Bancorporation (ZION) in Q4 2024, closing a stake of 15,931 shares — an estimated $752K sold.

Taika Capital first reported a position in ZION in Q3 2024 and held it in 1 quarter. The position peaked at $752K in Q3 2024. 472 funds tracked by Wall St. Rank hold ZION as of Q4 2024.

Taika Capital reported no remaining Zions Bancorporation position as of Q4 2024 after selling out during the quarter.
Taika Capital sold 15,931 Zions Bancorporation shares in Q4 2024, an estimated $752K.
Taika Capital first reported a position in Zions Bancorporation in Q3 2024 and held it in 1 quarter.
Taika Capital's Zions Bancorporation position peaked at $752K in Q3 2024.
472 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2024.

Based on Taika Capital's 13F filing for Q4 2024, filed 7 Feb 2025.