ZIG
MXF

Zullo Investment Group’s Mexico Fund MXF Stock Holding History

Zullo Investment Group’s Portfolio MXF Stock Details MXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-252
Closed -$3.71K – 493
2022
Q4 		$3.71K Hold
252
– – ﹤0.01% 636
2022
Q3 		$3K Hold
252
– – ﹤0.01% 656
2022
Q2 		$4K Hold
252
– – ﹤0.01% 656
2022
Q1 		$4K Hold
252
– – ﹤0.01% 685
2021
Q4 		$4K Buy
+252
New +$3.76K ﹤0.01% 695

Other funds holding MXF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HPM
Hudson Portfolio Management Garrison, New York $119M AUM 24.19% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return

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

Zullo Investment Group sold out of Mexico Fund (MXF) in Q1 2023, closing a stake of 252 shares — an estimated $3.71K sold.

Zullo Investment Group first reported a position in MXF in Q4 2021 and held it in 5 quarters. The position peaked at $4K in Q2 2022. 33 funds tracked by Wall St. Rank hold MXF as of Q1 2023.

  • Zullo Investment Group reported no remaining Mexico Fund position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 252 Mexico Fund shares in Q1 2023, an estimated $3.71K.
  • Zullo Investment Group first reported a position in Mexico Fund in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Mexico Fund position peaked at $4K in Q2 2022.
  • 33 funds tracked by Wall St. Rank held Mexico Fund as of Q1 2023.

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