ZIG
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Zullo Investment Group’s S&P Global SPGI Stock Holding History

Zullo Investment Group’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-137
Closed -$45.9K – 622
2022
Q4 		$45.9K Buy
137
+11
+9% +$3.63K 0.03% 280
2022
Q3 		$38K Buy
126
+15
+14% +$5.37K 0.02% 310
2022
Q2 		$37K Sell
111
-25
-18% -$8.91K 0.02% 320
2022
Q1 		$56K Buy
136
+26
+24% +$10.6K 0.03% 291
2021
Q4 		$52K Buy
+110
New +$50.3K 0.03% 301

Other funds holding SPGI

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Zullo Investment Group sold out of S&P Global (SPGI) in Q1 2023, closing a stake of 137 shares — an estimated $45.9K sold.

Zullo Investment Group first reported a position in SPGI in Q4 2021 and held it in 5 quarters. The position peaked at $56K in Q1 2022. 1,595 funds tracked by Wall St. Rank hold SPGI as of Q1 2023.

  • Zullo Investment Group reported no remaining S&P Global position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 137 S&P Global shares in Q1 2023, an estimated $45.9K.
  • Zullo Investment Group first reported a position in S&P Global in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's S&P Global position peaked at $56K in Q1 2022.
  • 1,595 funds tracked by Wall St. Rank held S&P Global as of Q1 2023.

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