ZIG
FRC

Zullo Investment Group’s First Republic Bank FRC Stock Holding History

Zullo Investment Group’s Portfolio FRC Stock Details FRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-252
Closed -$30.7K – 760
2022
Q4 		$30.7K Hold
252
– – 0.02% 333
2022
Q3 		$33K Hold
252
– – 0.02% 327
2022
Q2 		$36K Hold
252
– – 0.02% 324
2022
Q1 		$41K Hold
252
– – 0.02% 329
2021
Q4 		$52K Buy
+252
New +$53.2K 0.03% 302

Other funds holding FRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Zullo Investment Group sold out of First Republic Bank (FRC) in Q1 2023, closing a stake of 252 shares — an estimated $30.7K sold.

Zullo Investment Group first reported a position in FRC in Q4 2021 and held it in 5 quarters. The position peaked at $52K in Q4 2021. 494 funds tracked by Wall St. Rank hold FRC as of Q1 2023.

  • Zullo Investment Group reported no remaining First Republic Bank position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 252 First Republic Bank shares in Q1 2023, an estimated $30.7K.
  • Zullo Investment Group first reported a position in First Republic Bank in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's First Republic Bank position peaked at $52K in Q4 2021.
  • 494 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2023.

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