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Zullo Investment Group’s BWX Technologies BWXT Stock Holding History

Zullo Investment Group’s Portfolio BWXT Stock Details BWXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-91
Closed -$5.29K – 203
2022
Q4 		$5.29K Hold
91
– – ﹤0.01% 589
2022
Q3 		$5K Hold
91
– – ﹤0.01% 582
2022
Q2 		$5K Hold
91
– – ﹤0.01% 605
2022
Q1 		$5K Hold
91
– – ﹤0.01% 640
2021
Q4 		$4K Buy
+91
New +$4.76K ﹤0.01% 679

Other funds holding BWXT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Zullo Investment Group sold out of BWX Technologies (BWXT) in Q1 2023, closing a stake of 91 shares — an estimated $5.29K sold.

Zullo Investment Group first reported a position in BWXT in Q4 2021 and held it in 5 quarters. The position peaked at $5.29K in Q4 2022. 346 funds tracked by Wall St. Rank hold BWXT as of Q1 2023.

  • Zullo Investment Group reported no remaining BWX Technologies position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 91 BWX Technologies shares in Q1 2023, an estimated $5.29K.
  • Zullo Investment Group first reported a position in BWX Technologies in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's BWX Technologies position peaked at $5.29K in Q4 2022.
  • 346 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2023.

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