ZIG
IT icon

Zullo Investment Group’s Gartner IT Stock Holding History

Zullo Investment Group’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-114
Closed -$38.3K – 425
2022
Q4 		$38.3K Hold
114
– – 0.02% 314
2022
Q3 		$32K Hold
114
– – 0.02% 329
2022
Q2 		$28K Sell
114
-4
-3% -$1.06K 0.02% 352
2022
Q1 		$35K Sell
118
-65
-36% -$18.8K 0.02% 348
2021
Q4 		$61K Buy
+183
New +$58.8K 0.03% 281

Other funds holding IT

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Zullo Investment Group sold out of Gartner (IT) in Q1 2023, closing a stake of 114 shares — an estimated $38.3K sold.

Zullo Investment Group first reported a position in IT in Q4 2021 and held it in 5 quarters. The position peaked at $61K in Q4 2021. 762 funds tracked by Wall St. Rank hold IT as of Q1 2023.

  • Zullo Investment Group reported no remaining Gartner position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 114 Gartner shares in Q1 2023, an estimated $38.3K.
  • Zullo Investment Group first reported a position in Gartner in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Gartner position peaked at $61K in Q4 2021.
  • 762 funds tracked by Wall St. Rank held Gartner as of Q1 2023.

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