Zullo Investment Group’s F&G Annuities & Life FG Stock Holding History

Zullo Investment Group’s Portfolio FG Stock Details FG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-105	Closed	-$2.1K	–	339
2022 Q4	$2.1K	Buy	+105	New	+$2.14K	﹤0.01%	692

Other funds holding FG

FNF

Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Zullo Investment Group sold out of F&G Annuities & Life (FG) in Q1 2023, closing a stake of 105 shares — an estimated $2.1K sold.

Zullo Investment Group first reported a position in FG in Q4 2022 and held it in 1 quarter. The position peaked at $2.1K in Q4 2022. 226 funds tracked by Wall St. Rank hold FG as of Q1 2023.

Zullo Investment Group reported no remaining F&G Annuities & Life position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 105 F&G Annuities & Life shares in Q1 2023, an estimated $2.1K.
Zullo Investment Group first reported a position in F&G Annuities & Life in Q4 2022 and held it in 1 quarter.
Zullo Investment Group's F&G Annuities & Life position peaked at $2.1K in Q4 2022.
226 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q1 2023.

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