ZIG
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Zullo Investment Group’s Community Bank CBU Stock Holding History

Zullo Investment Group’s Portfolio CBU Stock Details CBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,394
Closed -$151K – 213
2022
Q4 		$151K Hold
2,394
– – 0.09% 159
2022
Q3 		$144K Hold
2,394
– – 0.09% 160
2022
Q2 		$151K Hold
2,394
– – 0.09% 166
2022
Q1 		$168K Hold
2,394
– – 0.09% 169
2021
Q4 		$178K Buy
+2,394
New +$175K 0.09% 170

Other funds holding CBU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Zullo Investment Group sold out of Community Bank (CBU) in Q1 2023, closing a stake of 2,394 shares — an estimated $151K sold.

Zullo Investment Group first reported a position in CBU in Q4 2021 and held it in 5 quarters. The position peaked at $178K in Q4 2021. 244 funds tracked by Wall St. Rank hold CBU as of Q1 2023.

  • Zullo Investment Group reported no remaining Community Bank position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 2,394 Community Bank shares in Q1 2023, an estimated $151K.
  • Zullo Investment Group first reported a position in Community Bank in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Community Bank position peaked at $178K in Q4 2021.
  • 244 funds tracked by Wall St. Rank held Community Bank as of Q1 2023.

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