ZIG
O icon

Zullo Investment Group’s Realty Income O Stock Holding History

Zullo Investment Group’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-447
Closed -$28.4K – 516
2022
Q4 		$28.4K Buy
447
+14
+3% +$869 0.02% 347
2022
Q3 		$25K Sell
433
-10
-2% -$689 0.02% 362
2022
Q2 		$30K Buy
443
+124
+39% +$8.52K 0.02% 343
2022
Q1 		$22K Buy
319
+270
+551% +$18.4K 0.01% 413
2021
Q4 		$4K Buy
+49
New +$3.37K ﹤0.01% 698

Other funds holding O

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Zullo Investment Group sold out of Realty Income (O) in Q1 2023, closing a stake of 447 shares — an estimated $28.4K sold.

Zullo Investment Group first reported a position in O in Q4 2021 and held it in 5 quarters. The position peaked at $30K in Q2 2022. 1,113 funds tracked by Wall St. Rank hold O as of Q1 2023.

  • Zullo Investment Group reported no remaining Realty Income position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 447 Realty Income shares in Q1 2023, an estimated $28.4K.
  • Zullo Investment Group first reported a position in Realty Income in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Realty Income position peaked at $30K in Q2 2022.
  • 1,113 funds tracked by Wall St. Rank held Realty Income as of Q1 2023.

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