ZIG
PLL

Zullo Investment Group’s Piedmont Lithium PLL Stock Holding History

Zullo Investment Group’s Portfolio PLL Stock Details PLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-100
Closed -$4.4K – 548
2022
Q4 		$4.4K Hold
100
– – ﹤0.01% 619
2022
Q3 		$5K Hold
100
– – ﹤0.01% 606
2022
Q2 		$4K Hold
100
– – ﹤0.01% 660
2022
Q1 		$7K Hold
100
– – ﹤0.01% 598
2021
Q4 		$5K Buy
+100
New +$5.85K ﹤0.01% 664

Other funds holding PLL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Zullo Investment Group sold out of Piedmont Lithium (PLL) in Q1 2023, closing a stake of 100 shares — an estimated $4.4K sold.

Zullo Investment Group first reported a position in PLL in Q4 2021 and held it in 5 quarters. The position peaked at $7K in Q1 2022. 162 funds tracked by Wall St. Rank hold PLL as of Q1 2023.

  • Zullo Investment Group reported no remaining Piedmont Lithium position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 100 Piedmont Lithium shares in Q1 2023, an estimated $4.4K.
  • Zullo Investment Group first reported a position in Piedmont Lithium in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Piedmont Lithium position peaked at $7K in Q1 2022.
  • 162 funds tracked by Wall St. Rank held Piedmont Lithium as of Q1 2023.

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