ZIG
SF

Zullo Investment Group’s Stifel SF Stock Holding History

Zullo Investment Group’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-344
Closed -$13.4K – 600
2022
Q4 		$13.4K Buy
344
+2
+0.6% +$79 0.01% 449
2022
Q3 		$12K Hold
342
– – 0.01% 463
2022
Q2 		$13K Hold
342
– – 0.01% 453
2022
Q1 		$15K Hold
342
– – 0.01% 468
2021
Q4 		$16K Buy
+342
New +$16.6K 0.01% 464

Other funds holding SF

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Zullo Investment Group sold out of Stifel (SF) in Q1 2023, closing a stake of 344 shares — an estimated $13.4K sold.

Zullo Investment Group first reported a position in SF in Q4 2021 and held it in 5 quarters. The position peaked at $16K in Q4 2021. 366 funds tracked by Wall St. Rank hold SF as of Q1 2023.

  • Zullo Investment Group reported no remaining Stifel position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 344 Stifel shares in Q1 2023, an estimated $13.4K.
  • Zullo Investment Group first reported a position in Stifel in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Stifel position peaked at $16K in Q4 2021.
  • 366 funds tracked by Wall St. Rank held Stifel as of Q1 2023.

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