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Zullo Investment Group’s Main Street Capital MAIN Stock Holding History

Zullo Investment Group’s Portfolio MAIN Stock Details MAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-197
Closed -$7.28K – 469
2022
Q4 		$7.28K Hold
197
– – ﹤0.01% 540
2022
Q3 		$7K Hold
197
– – ﹤0.01% 543
2022
Q2 		$8K Hold
197
– – 0.01% 537
2022
Q1 		$8K Hold
197
– – ﹤0.01% 572
2021
Q4 		$9K Buy
+197
New +$8.66K ﹤0.01% 547

Other funds holding MAIN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Zullo Investment Group sold out of Main Street Capital (MAIN) in Q1 2023, closing a stake of 197 shares — an estimated $7.28K sold.

Zullo Investment Group first reported a position in MAIN in Q4 2021 and held it in 5 quarters. The position peaked at $9K in Q4 2021. 273 funds tracked by Wall St. Rank hold MAIN as of Q1 2023.

  • Zullo Investment Group reported no remaining Main Street Capital position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 197 Main Street Capital shares in Q1 2023, an estimated $7.28K.
  • Zullo Investment Group first reported a position in Main Street Capital in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Main Street Capital position peaked at $9K in Q4 2021.
  • 273 funds tracked by Wall St. Rank held Main Street Capital as of Q1 2023.

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