ZB
U icon

Zions Bancorporation’s Unity U Stock Holding History

Zions Bancorporation’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-194
Closed -$5.18K – 962
2024
Q1 		$5.18K Buy
194
+51
+36% +$1.6K ﹤0.01% 755
2023
Q4 		$5.85K Sell
143
-7,830
-98% -$241K ﹤0.01% 730
2023
Q3 		$250K Buy
7,973
+515
+7% +$19.8K 0.02% 288
2023
Q2 		$324K Sell
7,458
-1,025
-12% -$32.8K 0.03% 272
2023
Q1 		$275K Buy
8,483
+741
+10% +$23.8K 0.02% 287
2022
Q4 		$221K Buy
7,742
+32
+0.4% +$1K 0.02% 306
2022
Q3 		$246K Buy
7,710
+384
+5% +$15.8K 0.03% 288
2022
Q2 		$270K Buy
7,326
+1,957
+36% +$111K 0.03% 287
2022
Q1 		$533K Buy
5,369
+5,344
+21,376% +$554K 0.05% 234
2021
Q4 		$4K Buy
+25
New +$3.82K ﹤0.01% 878

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Zions Bancorporation's U Position: Q2 2024 in Review

Zions Bancorporation sold out of Unity (U) in Q2 2024, closing a stake of 194 shares — an estimated $5.18K sold.

Zions Bancorporation first reported a position in U in Q4 2021 and held it in 10 quarters. The position peaked at $533K in Q1 2022. 427 funds tracked by Wall St. Rank hold U as of Q2 2024.

  • Zions Bancorporation reported no remaining Unity position as of Q2 2024 after selling out during the quarter.
  • Zions Bancorporation sold 194 Unity shares in Q2 2024, an estimated $5.18K.
  • Zions Bancorporation first reported a position in Unity in Q4 2021 and held it in 10 quarters.
  • Zions Bancorporation's Unity position peaked at $533K in Q1 2022.
  • 427 funds tracked by Wall St. Rank held Unity as of Q2 2024.

Based on Zions Bancorporation's 13F filing for Q2 2024, filed 8 Aug 2024.