ZIG
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Zullo Investment Group’s NNN REIT NNN Stock Holding History

Zullo Investment Group’s Portfolio NNN Stock Details NNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-65
Closed -$2.97K – 503
2022
Q4 		$2.97K Hold
65
– – ﹤0.01% 649
2022
Q3 		$3K Hold
65
– – ﹤0.01% 657
2022
Q2 		$3K Hold
65
– – ﹤0.01% 684
2022
Q1 		$3K Hold
65
– – ﹤0.01% 712
2021
Q4 		$3K Buy
+65
New +$2.98K ﹤0.01% 723

Other funds holding NNN

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Zullo Investment Group sold out of NNN REIT (NNN) in Q1 2023, closing a stake of 65 shares — an estimated $2.97K sold.

Zullo Investment Group first reported a position in NNN in Q4 2021 and held it in 5 quarters. The position peaked at $3K in Q3 2022. 432 funds tracked by Wall St. Rank hold NNN as of Q1 2023.

  • Zullo Investment Group reported no remaining NNN REIT position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 65 NNN REIT shares in Q1 2023, an estimated $2.97K.
  • Zullo Investment Group first reported a position in NNN REIT in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's NNN REIT position peaked at $3K in Q3 2022.
  • 432 funds tracked by Wall St. Rank held NNN REIT as of Q1 2023.

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