Zullo Investment Group’s Flex FLEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-195	Closed	-$3.15K	–	346
2022 Q4	$3.15K	Hold	195	–	–	﹤0.01%	644
2022 Q3	$2K	Hold	195	–	–	﹤0.01%	695
2022 Q2	$2K	Hold	195	–	–	﹤0.01%	717
2022 Q1	$3K	Hold	195	–	–	﹤0.01%	705
2021 Q4	$3K	Buy	+195	New	+$2.64K	﹤0.01%	716

Other funds holding FLEX

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

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

Zullo Investment Group sold out of Flex (FLEX) in Q1 2023, closing a stake of 195 shares — an estimated $3.15K sold.

Zullo Investment Group first reported a position in FLEX in Q4 2021 and held it in 5 quarters. The position peaked at $3.15K in Q4 2022. 427 funds tracked by Wall St. Rank hold FLEX as of Q1 2023.

Zullo Investment Group reported no remaining Flex position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 195 Flex shares in Q1 2023, an estimated $3.15K.
Zullo Investment Group first reported a position in Flex in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's Flex position peaked at $3.15K in Q4 2022.
427 funds tracked by Wall St. Rank held Flex as of Q1 2023.

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