Dynamic Value Portfolio ZION Holdings History
Dynamic Value Portfolio's Zions Bancorp NA Holding Summary
As of 2025-03-31, MORGAN STANLEY INSTITUTIONAL FUND TRUST held 1,732.00 shares of Zions Bancorp NA(ZION), totaling $86,360.00. This investment constitutes 1.05% of their stock portfolio, and MORGAN STANLEY INSTITUTIONAL FUND TRUST now holds 0% of the outstanding Zions Bancorp NA(ZION) stock.
The initial trade took place in 2021Q3. And since then Dynamic Value Portfolio has made 5 purchases of ZION, at an average price of $42.81, for a total of 38,677.00 shares. In addition, there have been 3 sales at an average price of $37.42 for 36,945.00 shares. Based on historical transaction data and ZION's current price of $55.50, Dynamic Value Portfolio's estimated gain on his ZION holdings is $-177,423.13, reflecting a -10.71% gain to date.
Dynamic Value Portfolio ZION ($55.50) Holding Chart
Dynamic Value Portfolio ZION ($55.50) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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