ZIG
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Zullo Investment Group’s Regions Financial RF Stock Holding History

Zullo Investment Group’s Portfolio RF Stock Details RF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-284
Closed -$6.13K – 575
2022
Q4 		$6.13K Buy
284
+1
+0.4% +$22 ﹤0.01% 560
2022
Q3 		$6K Hold
283
– – ﹤0.01% 570
2022
Q2 		$5K Hold
283
– – ﹤0.01% 634
2022
Q1 		$6K Hold
283
– – ﹤0.01% 631
2021
Q4 		$6K Buy
+283
New +$6.47K ﹤0.01% 634

Other funds holding RF

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Zullo Investment Group sold out of Regions Financial (RF) in Q1 2023, closing a stake of 284 shares — an estimated $6.13K sold.

Zullo Investment Group first reported a position in RF in Q4 2021 and held it in 5 quarters. The position peaked at $6.13K in Q4 2022. 824 funds tracked by Wall St. Rank hold RF as of Q1 2023.

  • Zullo Investment Group reported no remaining Regions Financial position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 284 Regions Financial shares in Q1 2023, an estimated $6.13K.
  • Zullo Investment Group first reported a position in Regions Financial in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Regions Financial position peaked at $6.13K in Q4 2022.
  • 824 funds tracked by Wall St. Rank held Regions Financial as of Q1 2023.

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