ZIG
FDS icon

Zullo Investment Group’s Factset FDS Stock Holding History

Zullo Investment Group’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-315
Closed -$126K – 335
2022
Q4 		$126K Sell
315
-6
-2% -$2.56K 0.08% 182
2022
Q3 		$128K Hold
321
– – 0.08% 178
2022
Q2 		$123K Sell
321
-29
-8% -$11.4K 0.08% 184
2022
Q1 		$152K Sell
350
-15
-4% -$6.33K 0.08% 185
2021
Q4 		$177K Buy
+365
New +$164K 0.09% 171

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Zullo Investment Group sold out of Factset (FDS) in Q1 2023, closing a stake of 315 shares — an estimated $126K sold.

Zullo Investment Group first reported a position in FDS in Q4 2021 and held it in 5 quarters. The position peaked at $177K in Q4 2021. 720 funds tracked by Wall St. Rank hold FDS as of Q1 2023.

  • Zullo Investment Group reported no remaining Factset position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 315 Factset shares in Q1 2023, an estimated $126K.
  • Zullo Investment Group first reported a position in Factset in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Factset position peaked at $177K in Q4 2021.
  • 720 funds tracked by Wall St. Rank held Factset as of Q1 2023.

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