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Zullo Investment Group’s Casey's General Stores CASY Stock Holding History

Zullo Investment Group’s Portfolio CASY Stock Details CASY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-37
Closed -$8.3K – 209
2022
Q4 		$8.3K Buy
37
+5
+16% +$1.14K 0.01% 516
2022
Q3 		$6K Sell
32
-20
-38% -$4.14K ﹤0.01% 558
2022
Q2 		$10K Buy
52
+3
+6% +$604 0.01% 491
2022
Q1 		$10K Buy
+49
New +$9.22K 0.01% 528

Other funds holding CASY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Zullo Investment Group sold out of Casey's General Stores (CASY) in Q1 2023, closing a stake of 37 shares — an estimated $8.3K sold.

Zullo Investment Group first reported a position in CASY in Q1 2022 and held it in 4 quarters. The position peaked at $10K in Q2 2022. 482 funds tracked by Wall St. Rank hold CASY as of Q1 2023.

  • Zullo Investment Group reported no remaining Casey's General Stores position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 37 Casey's General Stores shares in Q1 2023, an estimated $8.3K.
  • Zullo Investment Group first reported a position in Casey's General Stores in Q1 2022 and held it in 4 quarters.
  • Zullo Investment Group's Casey's General Stores position peaked at $10K in Q2 2022.
  • 482 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2023.

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