ZIG
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Zullo Investment Group’s First Bancorp FBNC Stock Holding History

Zullo Investment Group’s Portfolio FBNC Stock Details FBNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-300
Closed -$12.9K – 331
2022
Q4 		$12.9K Hold
300
– – 0.01% 459
2022
Q3 		$11K Hold
300
– – 0.01% 467
2022
Q2 		$10K Hold
300
– – 0.01% 492
2022
Q1 		$13K Sell
300
-200
-40% -$8.93K 0.01% 485
2021
Q4 		$23K Buy
+500
New +$23.4K 0.01% 407

Other funds holding FBNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Zullo Investment Group sold out of First Bancorp (FBNC) in Q1 2023, closing a stake of 300 shares — an estimated $12.9K sold.

Zullo Investment Group first reported a position in FBNC in Q4 2021 and held it in 5 quarters. The position peaked at $23K in Q4 2021. 194 funds tracked by Wall St. Rank hold FBNC as of Q1 2023.

  • Zullo Investment Group reported no remaining First Bancorp position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 300 First Bancorp shares in Q1 2023, an estimated $12.9K.
  • Zullo Investment Group first reported a position in First Bancorp in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's First Bancorp position peaked at $23K in Q4 2021.
  • 194 funds tracked by Wall St. Rank held First Bancorp as of Q1 2023.

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