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Zullo Investment Group’s Sundial Growers SNDL Stock Holding History

Zullo Investment Group’s Portfolio SNDL Stock Details SNDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-140
Closed -$293 – 613
2022
Q4 		$293 Buy
140
+120
+600% +$285 ﹤0.01% 753
2022
Q3 		$0 Hold
20
– – ﹤0.01% 791
2022
Q2 		$0 Hold
20
– – ﹤0.01% 802
2022
Q1 		$0 Hold
20
– – ﹤0.01% 828
2021
Q4 		$0 Buy
+20
New +$131 ﹤0.01% 821

Other funds holding SNDL

EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCM
BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Zullo Investment Group sold out of Sundial Growers (SNDL) in Q1 2023, closing a stake of 140 shares — an estimated $293 sold.

Zullo Investment Group first reported a position in SNDL in Q4 2021 and held it in 5 quarters. The position peaked at $293 in Q4 2022. 106 funds tracked by Wall St. Rank hold SNDL as of Q1 2023.

  • Zullo Investment Group reported no remaining Sundial Growers position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 140 Sundial Growers shares in Q1 2023, an estimated $293.
  • Zullo Investment Group first reported a position in Sundial Growers in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Sundial Growers position peaked at $293 in Q4 2022.
  • 106 funds tracked by Wall St. Rank held Sundial Growers as of Q1 2023.

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