ZIG
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Zullo Investment Group’s Digital Realty Trust DLR Stock Holding History

Zullo Investment Group’s Portfolio DLR Stock Details DLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-419
Closed -$42K – 277
2022
Q4 		$42K Sell
419
-13
-3% -$1.33K 0.03% 296
2022
Q3 		$43K Sell
432
-67
-13% -$8.22K 0.03% 286
2022
Q2 		$65K Buy
499
+63
+14% +$8.7K 0.04% 252
2022
Q1 		$62K Buy
436
+61
+16% +$8.81K 0.03% 277
2021
Q4 		$66K Buy
+375
New +$60.1K 0.03% 273

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Zullo Investment Group sold out of Digital Realty Trust (DLR) in Q1 2023, closing a stake of 419 shares — an estimated $42K sold.

Zullo Investment Group first reported a position in DLR in Q4 2021 and held it in 5 quarters. The position peaked at $66K in Q4 2021. 914 funds tracked by Wall St. Rank hold DLR as of Q1 2023.

  • Zullo Investment Group reported no remaining Digital Realty Trust position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 419 Digital Realty Trust shares in Q1 2023, an estimated $42K.
  • Zullo Investment Group first reported a position in Digital Realty Trust in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Digital Realty Trust position peaked at $66K in Q4 2021.
  • 914 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2023.

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