ZIG
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Zullo Investment Group’s Nasdaq NDAQ Stock Holding History

Zullo Investment Group’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,045
Closed -$125K – 496
2022
Q4 		$125K Buy
2,045
+25
+1% +$1.56K 0.08% 185
2022
Q3 		$114K Buy
2,020
+46
+2% +$2.71K 0.07% 188
2022
Q2 		$100K Buy
1,974
+27
+1% +$1.43K 0.06% 208
2022
Q1 		$116K Buy
1,947
+150
+8% +$8.88K 0.06% 209
2021
Q4 		$126K Buy
+1,797
New +$122K 0.06% 204

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Zullo Investment Group sold out of Nasdaq (NDAQ) in Q1 2023, closing a stake of 2,045 shares — an estimated $125K sold.

Zullo Investment Group first reported a position in NDAQ in Q4 2021 and held it in 5 quarters. The position peaked at $126K in Q4 2021. 686 funds tracked by Wall St. Rank hold NDAQ as of Q1 2023.

  • Zullo Investment Group reported no remaining Nasdaq position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 2,045 Nasdaq shares in Q1 2023, an estimated $125K.
  • Zullo Investment Group first reported a position in Nasdaq in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Nasdaq position peaked at $126K in Q4 2021.
  • 686 funds tracked by Wall St. Rank held Nasdaq as of Q1 2023.

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