ZIG
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Zullo Investment Group’s iShares Select Dividend ETF DVY Stock Holding History

Zullo Investment Group’s Portfolio DVY Stock Details DVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-250
Closed -$30.1K – 286
2022
Q4 		$30.1K Hold
250
– – 0.02% 336
2022
Q3 		$27K Hold
250
– – 0.02% 345
2022
Q2 		$29K Hold
250
– – 0.02% 348
2022
Q1 		$32K Hold
250
– – 0.02% 357
2021
Q4 		$31K Buy
+250
New +$29.8K 0.02% 359

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

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

Zullo Investment Group sold out of iShares Select Dividend ETF (DVY) in Q1 2023, closing a stake of 250 shares — an estimated $30.1K sold.

Zullo Investment Group first reported a position in DVY in Q4 2021 and held it in 5 quarters. The position peaked at $32K in Q1 2022. 1,200 funds tracked by Wall St. Rank hold DVY as of Q1 2023.

  • Zullo Investment Group reported no remaining iShares Select Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 250 iShares Select Dividend ETF shares in Q1 2023, an estimated $30.1K.
  • Zullo Investment Group first reported a position in iShares Select Dividend ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's iShares Select Dividend ETF position peaked at $32K in Q1 2022.
  • 1,200 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2023.

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