Zullo Investment Group’s Ares Capital ARCC Stock Holding History

Zullo Investment Group’s Portfolio ARCC Stock Details ARCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,396	Closed	-$25.8K	–	165
2022 Q4	$25.8K	Buy	1,396 +69	+5%	+$1.3K	0.02%	358
2022 Q3	$22K	Buy	1,327 +29	+2%	+$561	0.01%	375
2022 Q2	$23K	Buy	1,298 +25	+2%	+$493	0.01%	381
2022 Q1	$27K	Hold	1,273	–	–	0.01%	387
2021 Q4	$27K	Buy	+1,273	New	+$26.4K	0.01%	380

Other funds holding ARCC

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.95% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Zullo Investment Group sold out of Ares Capital (ARCC) in Q1 2023, closing a stake of 1,396 shares — an estimated $25.8K sold.

Zullo Investment Group first reported a position in ARCC in Q4 2021 and held it in 5 quarters. The position peaked at $27K in Q1 2022. 642 funds tracked by Wall St. Rank hold ARCC as of Q1 2023.

Zullo Investment Group reported no remaining Ares Capital position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 1,396 Ares Capital shares in Q1 2023, an estimated $25.8K.
Zullo Investment Group first reported a position in Ares Capital in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's Ares Capital position peaked at $27K in Q1 2022.
642 funds tracked by Wall St. Rank held Ares Capital as of Q1 2023.

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