ZIG
OFS icon

Zullo Investment Group’s OFS Capital OFS Stock Holding History

Zullo Investment Group’s Portfolio OFS Stock Details OFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,100
Closed -$9K – 777
2022
Q3 		$9K Hold
1,100
– – 0.01% 506
2022
Q2 		$11K Sell
1,100
-300
-21% -$3.63K 0.01% 479
2022
Q1 		$18K Buy
+1,400
New +$15.1K 0.01% 442

Other funds holding OFS

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Zullo Investment Group's OFS Position: Q4 2022 in Review

Zullo Investment Group sold out of OFS Capital (OFS) in Q4 2022, closing a stake of 1,100 shares — an estimated $9K sold.

Zullo Investment Group first reported a position in OFS in Q1 2022 and held it in 3 quarters. The position peaked at $18K in Q1 2022. 34 funds tracked by Wall St. Rank hold OFS as of Q4 2022.

  • Zullo Investment Group reported no remaining OFS Capital position as of Q4 2022 after selling out during the quarter.
  • Zullo Investment Group sold 1,100 OFS Capital shares in Q4 2022, an estimated $9K.
  • Zullo Investment Group first reported a position in OFS Capital in Q1 2022 and held it in 3 quarters.
  • Zullo Investment Group's OFS Capital position peaked at $18K in Q1 2022.
  • 34 funds tracked by Wall St. Rank held OFS Capital as of Q4 2022.

Based on Zullo Investment Group's 13F filing for Q4 2022, filed 14 Feb 2023.