Zullo Investment Group’s BioVie BIVI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,300	Closed	-$46K	–	147
2024 Q4	$46K	Sell	2,300 -200	-8%	-$4.82K	0.02%	147
2024 Q3	$30K	Buy	+2,500	New	+$79.7K	0.01%	150

Other funds holding BIVI

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Zullo Investment Group's BIVI Position: Q1 2025 in Review

Zullo Investment Group sold out of BioVie (BIVI) in Q1 2025, closing a stake of 2,300 shares — an estimated $46K sold.

Zullo Investment Group first reported a position in BIVI in Q3 2024 and held it in 2 quarters. The position peaked at $46K in Q4 2024. 37 funds tracked by Wall St. Rank hold BIVI as of Q1 2025.

Zullo Investment Group reported no remaining BioVie position as of Q1 2025 after selling out during the quarter.
Zullo Investment Group sold 2,300 BioVie shares in Q1 2025, an estimated $46K.
Zullo Investment Group first reported a position in BioVie in Q3 2024 and held it in 2 quarters.
Zullo Investment Group's BioVie position peaked at $46K in Q4 2024.
37 funds tracked by Wall St. Rank held BioVie as of Q1 2025.

Based on Zullo Investment Group's 13F filing for Q1 2025, filed 1 May 2025.