ZB
CG icon

Zions Bancorporation’s Carlyle Group CG Stock Holding History

Zions Bancorporation’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,515
Closed -$75K – 939
2022
Q4 		$75K Buy
+2,515
New +$71.8K 0.01% 389
2022
Q3 		– Sell
-1,280
Closed -$41K – 939
2022
Q2 		$41K Sell
1,280
-906
-41% -$34.7K ﹤0.01% 489
2022
Q1 		$107K Buy
2,186
+1,280
+141% +$61.3K 0.01% 407
2021
Q4 		$50K Hold
906
– – ﹤0.01% 454
2021
Q3 		$43K Hold
906
– – ﹤0.01% 468
2021
Q2 		$42K Hold
906
– – ﹤0.01% 444
2021
Q1 		$33K Buy
+906
New +$31.8K ﹤0.01% 471

Other funds holding CG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return