Number of Shares
1.90 Mil
Current Holdings Value*
$94.87 Mil
% of Portfolio
1.02%
Total Estimate Gain
$52.05 Mil
% of Total Estimate Gain
35.27%

FULLERTHALER BEHAVIORAL SMALL CAP EQUITY's Zions Bancorp NA Holding Summary

As of 2025-03-31, FULLERTHALER BEHAVIORAL SMALL CAP EQUITY held 1.90 Mil shares of Zions Bancorp NA(ZION), totaling $94.87 Mil. This investment constitutes 1.02% of their stock portfolio, and FULLERTHALER BEHAVIORAL SMALL CAP EQUITY now holds 1.29% of the outstanding Zions Bancorp NA(ZION) stock.

The initial trade took place in 2023Q2. And since then FULLERTHALER BEHAVIORAL SMALL CAP EQUITY has made 3 purchases of ZION, at an average price of $36.18, for a total of 4.08 Mil shares. In addition, there have been 4 sales at an average price of $42.02 for 2.18 Mil shares. Based on historical transaction data and ZION's current price of $56.85, FULLERTHALER BEHAVIORAL SMALL CAP EQUITY's estimated gain on his ZION holdings is $52.05 Mil, reflecting a 35.27% gain to date.

FULLERTHALER BEHAVIORAL SMALL CAP EQUITY ZION ($56.85) Holding Chart

FULLERTHALER BEHAVIORAL SMALL CAP EQUITY ZION ($56.85) 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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