Bridgewater Associates (Ray Dalio) — ZION Trade History
Quarter-by-quarter changes in the ZIONS BANCORPORATION NATL AS position · CUSIP 989701107
Currently held · 1.3 YearsFirst seen: 2017 Q1
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Reduce | 591,357 | -133,473 | -18.4% | $40.9M | 0.17% |
| 2026 Q1 | 2026-05-15 | Reduce | 724,830 | -112,505 | -13.4% | $41.8M | 0.19% |
| 2025 Q4 | 2026-02-13 | Add | 837,335 | 291,968 | +53.5% | $49.0M | 0.18% |
| 2025 Q3 | 2025-11-13 | Add | 545,367 | 371,230 | +213.2% | $30.9M | 0.12% |
| 2025 Q2 | 2025-08-13 | New | 174,137 | 174,137 | — | $9.0M | 0.04% |
| 2025 Q1 | 2025-05-14 | — | — | — | — | — | — |
| 2024 Q4 | 2025-02-13 | — | — | — | — | — | — |
| 2024 Q3 | 2024-11-13 | — | — | — | — | — | — |
| 2024 Q2 | 2024-08-14 | — | — | — | — | — | — |
| 2024 Q1 | 2024-05-14 | — | — | — | — | — | — |
| 2023 Q4 | 2024-02-14 | — | — | — | — | — | — |
| 2023 Q3 | 2023-11-13 | — | — | — | — | — | — |
| 2023 Q2 | 2023-08-11 | — | — | — | — | — | — |
| 2023 Q1 | 2023-05-12 | Sold out | — | -54,101 | -100.0% | — | — |
| 2022 Q4 | 2023-02-13 | Add | 54,101 | 17,095 | +46.2% | $2.7M | 0.01% |
| 2022 Q3 | 2022-11-10 | Add | 37,006 | 24,874 | +205.0% | $1.9M | 0.01% |
| 2022 Q2 | 2022-08-11 | Reduce | 12,132 | -4,708 | -28.0% | $618.0K | 0.00% |
| 2022 Q1 | 2022-05-13 | Reduce | 16,840 | -11,078 | -39.7% | $1.1M | 0.00% |
| 2021 Q4 | 2022-02-14 | Reduce | 27,918 | -34,588 | -55.3% | $1.8M | 0.01% |
| 2021 Q3 | 2021-11-12 | Add | 62,506 | 6,483 | +11.6% | $3.9M | 0.02% |
| 2021 Q2 | 2021-08-13 | Add | 56,023 | 5,505 | +10.9% | $3.0M | 0.02% |
| 2021 Q1 | 2021-05-14 | Add | 50,518 | 25,313 | +100.4% | $2.8M | 0.02% |
| 2020 Q4 | 2021-02-12 | New | 25,205 | 25,205 | — | $1.1M | 0.01% |
| 2020 Q3 | 2020-11-13 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-12 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-14 | Sold out | — | -35,220 | -100.0% | — | — |
| 2019 Q4 | 2020-02-13 | New | 35,220 | 35,220 | — | $1.8M | 0.02% |
| 2019 Q3 | 2019-11-13 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-13 | Sold out | — | -113,301 | -100.0% | — | — |
| 2019 Q1 | 2019-05-14 | Add | 113,301 | 83,631 | +281.9% | $5.1M | 0.03% |
| 2018 Q4 | 2019-02-13 | New | 29,670 | 29,670 | — | $1.2M | 0.01% |
| 2018 Q3 | 2018-11-13 | — | — | — | — | — | — |
| 2018 Q1 | 2018-08-13 | Sold out | — | -22,110 | -100.0% | — | — |
| 2018 Q2 | 2018-08-13 | New | 22,110 | 22,110 | — | $1.2M | 0.01% |
| 2017 Q4 | 2018-02-13 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-13 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-10 | Sold out | — | -30,547 | -100.0% | — | — |
| 2017 Q1 | 2017-05-11 | New | 30,547 | 30,547 | — | $1.3M | 0.01% |
| 2016 Q4 | 2017-02-10 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-09 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.