ZIG
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Zullo Investment Group’s Packaging Corp of America PKG Stock Holding History

Zullo Investment Group’s Portfolio PKG Stock Details PKG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-126
Closed -$16.1K – 546
2022
Q4 		$16.1K Buy
126
+1
+0.8% +$125 0.01% 425
2022
Q3 		$14K Hold
125
– – 0.01% 445
2022
Q2 		$17K Hold
125
– – 0.01% 423
2022
Q1 		$20K Buy
125
+12
+11% +$1.75K 0.01% 425
2021
Q4 		$15K Buy
+113
New +$15.2K 0.01% 471

Other funds holding PKG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Zullo Investment Group sold out of Packaging Corp of America (PKG) in Q1 2023, closing a stake of 126 shares — an estimated $16.1K sold.

Zullo Investment Group first reported a position in PKG in Q4 2021 and held it in 5 quarters. The position peaked at $20K in Q1 2022. 656 funds tracked by Wall St. Rank hold PKG as of Q1 2023.

  • Zullo Investment Group reported no remaining Packaging Corp of America position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 126 Packaging Corp of America shares in Q1 2023, an estimated $16.1K.
  • Zullo Investment Group first reported a position in Packaging Corp of America in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Packaging Corp of America position peaked at $20K in Q1 2022.
  • 656 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2023.

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