Zullo Investment Group’s AvalonBay Communities AVB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-13	Closed	-$2.1K	–	171
2022 Q4	$2.1K	Hold	13	–	–	﹤0.01%	693
2022 Q3	$2K	Hold	13	–	–	﹤0.01%	682
2022 Q2	$3K	Hold	13	–	–	﹤0.01%	669
2022 Q1	$3K	Hold	13	–	–	﹤0.01%	696
2021 Q4	$3K	Buy	+13	New	+$3.1K	﹤0.01%	708

Other funds holding AVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Zullo Investment Group sold out of AvalonBay Communities (AVB) in Q1 2023, closing a stake of 13 shares — an estimated $2.1K sold.

Zullo Investment Group first reported a position in AVB in Q4 2021 and held it in 5 quarters. The position peaked at $3K in Q2 2022. 635 funds tracked by Wall St. Rank hold AVB as of Q1 2023.

Zullo Investment Group reported no remaining AvalonBay Communities position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 13 AvalonBay Communities shares in Q1 2023, an estimated $2.1K.
Zullo Investment Group first reported a position in AvalonBay Communities in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's AvalonBay Communities position peaked at $3K in Q2 2022.
635 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2023.

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