ZIG
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Zullo Investment Group’s Spire SR Stock Holding History

Zullo Investment Group’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-46
Closed -$3.17K – 634
2022
Q4 		$3.17K Hold
46
– – ﹤0.01% 642
2022
Q3 		$3K Hold
46
– – ﹤0.01% 669
2022
Q2 		$3K Hold
46
– – ﹤0.01% 696
2022
Q1 		$3K Hold
46
– – ﹤0.01% 723
2021
Q4 		$3K Buy
+46
New +$2.91K ﹤0.01% 728

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Zullo Investment Group sold out of Spire (SR) in Q1 2023, closing a stake of 46 shares — an estimated $3.17K sold.

Zullo Investment Group first reported a position in SR in Q4 2021 and held it in 5 quarters. The position peaked at $3.17K in Q4 2022. 289 funds tracked by Wall St. Rank hold SR as of Q1 2023.

  • Zullo Investment Group reported no remaining Spire position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 46 Spire shares in Q1 2023, an estimated $3.17K.
  • Zullo Investment Group first reported a position in Spire in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Spire position peaked at $3.17K in Q4 2022.
  • 289 funds tracked by Wall St. Rank held Spire as of Q1 2023.

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