Number of Shares
53,276.00
Current Holdings Value*
$2.66 Mil
% of Portfolio
1%
Total Estimate Gain
$1.20 Mil
% of Total Estimate Gain
37.77%

SIMT SMALL CAP VALUE FUND's Zions Bancorp NA Holding Summary

As of 2025-03-31, SEI INSTITUTIONAL MANAGED TRUST held 53,276.00 shares of Zions Bancorp NA(ZION), totaling $2.66 Mil. This investment constitutes 1% of their stock portfolio, and SEI INSTITUTIONAL MANAGED TRUST now holds 0.04% of the outstanding Zions Bancorp NA(ZION) stock.

The initial trade took place in 2020Q2. And since then SIMT SMALL CAP VALUE FUND has made 7 purchases of ZION, at an average price of $39.30, for a total of 80,557.00 shares. In addition, there have been 6 sales at an average price of $52.15 for 27,281.00 shares. Based on historical transaction data and ZION's current price of $55.16, SIMT SMALL CAP VALUE FUND's estimated gain on his ZION holdings is $1.20 Mil, reflecting a 37.77% gain to date.

SIMT SMALL CAP VALUE FUND ZION ($55.16) Holding Chart

SIMT SMALL CAP VALUE FUND ZION ($55.16) 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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