ZIG
AA icon

Zullo Investment Group’s Alcoa AA Stock Holding History

Zullo Investment Group’s Portfolio AA Stock Details AA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-233
Closed -$10.6K – 136
2022
Q4 		$10.6K Hold
233
– – 0.01% 486
2022
Q3 		$8K Hold
233
– – 0.01% 515
2022
Q2 		$11K Hold
233
– – 0.01% 473
2022
Q1 		$21K Hold
233
– – 0.01% 417
2021
Q4 		$14K Buy
+233
New +$11.7K 0.01% 474

Other funds holding AA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Zullo Investment Group's AA Position: Q1 2023 in Review

Zullo Investment Group sold out of Alcoa (AA) in Q1 2023, closing a stake of 233 shares — an estimated $10.6K sold.

Zullo Investment Group first reported a position in AA in Q4 2021 and held it in 5 quarters. The position peaked at $21K in Q1 2022. 517 funds tracked by Wall St. Rank hold AA as of Q1 2023.

  • Zullo Investment Group reported no remaining Alcoa position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 233 Alcoa shares in Q1 2023, an estimated $10.6K.
  • Zullo Investment Group first reported a position in Alcoa in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Alcoa position peaked at $21K in Q1 2022.
  • 517 funds tracked by Wall St. Rank held Alcoa as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.