Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
Holdings Activity Buys Sells    History
Holding/activity history for  Zions Bancorporation, National Association (ZION)
← All ZION superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q4 0 0.00 Sell 100.00% <0.01 $35.21–46.15 · VW $40.26i SEC
2023   Q3 10,474 <0.01 Reduce 7.60% <0.01 $28.90–37.63 · VW $34.05i $365,438 SEC
2023   Q2 11,336 <0.01 Reduce 33.98% <0.01 $26.36–39.64 · VW $33.83i $304,485 SEC
2023   Q1 17,171 0.01 Reduce 30.38% 0.01 $18.26–50.96 · VW $32.17i $513,928 SEC
2022   Q4 24,665 0.03 Reduce 29.71% 0.02 $45.21–55.20 · VW $50.34i $1,212,531 SEC
2022   Q3 35,088 0.05 Add 239.77% 0.04 $46.58–59.75 · VW $52.72i $1,785,000 SEC
2022   Q2 10,327 0.02 Reduce 41.08% 0.01 $47.92–59.51 · VW $54.15i $526,000 SEC
2022   Q1 17,527 0.04 Add 69.39% 0.01 $50.62–71.25 · VW $59.64i $1,149,000 SEC
2021   Q4 10,347 0.02 Add 44.11% <0.01 $58.18–75.44 · VW $68.17i $654,000 SEC
2021   Q3 7,180 0.02 Buy 0.02 $54.37–68.25 · VW $61.90i $444,000 SEC
2021   Q2 0 0.00 Sell 100.00% 0.01 $47.06–59.26 · VW $54.74i SEC
2021   Q1 5,870 0.01 Add 22.98% <0.01 $51.63–60.65 · VW $56.72i $323,000 SEC
2020   Q4 4,773 <0.01 Reduce 40.57% <0.01 $39.04–57.70 · VW $49.97i $207,000 SEC
2020   Q3 8,031 <0.01 Reduce 55.59% 0.01 $27.55–42.24 · VW $36.13i $235,000 SEC
2020   Q2 18,084 0.02 Buy 0.02 $30.12–40.97 · VW $34.42i $615,000 SEC
2020   Q1 0 0.00 Sell 100.00% <0.01 $23.58–41.34 · VW $32.61i SEC
2019   Q4 9,414 <0.01 Buy <0.01 $39.10–52.48 · VW $43.84i $489,000 SEC
2019   Q3 0 0.00 Sell 100.00% <0.01 $39.65–51.55 · VW $46.99i SEC
2019   Q2 12,318 <0.01 Reduce 37.03% <0.01 $39.11–46.81 · VW $42.34i $566,000 SEC
2019   Q1 19,562 0.01 Buy 0.01 $42.94–51.81 · VW $45.94i $889,000 SEC
2018   Q2 0 0.00 Sell 100.00% <0.01 $50.75–57.60 · VW $53.88i SEC
2018   Q1 3,816 <0.01 Reduce 38.50% <0.01 $50.84–59.19 · VW $54.95i $201,000 SEC
2017   Q4 6,205 <0.01 Add 23.56% <0.01 $48.28–57.07 · VW $53.44i $315,000 SEC
2017   Q3 5,022 <0.01 Reduce 28.29% <0.01 $41.23–50.51 · VW $47.10i $237,000 SEC
2017   Q2 7,003 <0.01 Add 11.99% <0.01 $39.62–46.46 · VW $43.25i $308,000 SEC
2017   Q1 6,253 <0.01 Add 7.98% <0.01 $38.43–48.33 · VW $42.28i $263,000 SEC
2016   Q4 5,791 <0.01 Reduce 40.72% <0.01 $39.67–45.52 · VW $43.36i $249,000 SEC
2016   Q3 9,769 <0.01 Buy <0.01 $29.63–40.00 · VW $36.47i $303,000 SEC
2014   Q2 0 0.00 Sell 100.00% <0.01 $27.44–30.89 · VW $29.16i SEC
2014   Q1 7,186 <0.01 Reduce 46.23% <0.01 $27.65–33.33 · VW $29.86i $223,000 SEC
2013   Q4 13,364 0.01 Add 0.07% $27.82–32.29 · VW $30.44i $400,000 SEC
2013   Q3 13,354 0.01 Add 0.10% $26.79–30.07 · VW $28.73i $366,000 SEC
2013   Q2 13,340 0.02 Buy 0.02 $26.39–31.40 · VW $28.59i $386,000 SEC
Price snapshot:
Current price$70.36
52-week low$45.12
52-week high$71.26