ZIG
WELL icon

Zullo Investment Group’s Welltower WELL Stock Holding History

Zullo Investment Group’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-290
Closed -$19K – 717
2022
Q4 		$19K Buy
290
+10
+4% +$643 0.01% 403
2022
Q3 		$18K Hold
280
– – 0.01% 406
2022
Q2 		$23K Sell
280
-23
-8% -$2.05K 0.01% 383
2022
Q1 		$29K Sell
303
-45
-13% -$3.91K 0.02% 375
2021
Q4 		$30K Buy
+348
New +$29K 0.02% 368

Other funds holding WELL

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Zullo Investment Group sold out of Welltower (WELL) in Q1 2023, closing a stake of 290 shares — an estimated $19K sold.

Zullo Investment Group first reported a position in WELL in Q4 2021 and held it in 5 quarters. The position peaked at $30K in Q4 2021. 775 funds tracked by Wall St. Rank hold WELL as of Q1 2023.

  • Zullo Investment Group reported no remaining Welltower position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 290 Welltower shares in Q1 2023, an estimated $19K.
  • Zullo Investment Group first reported a position in Welltower in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Welltower position peaked at $30K in Q4 2021.
  • 775 funds tracked by Wall St. Rank held Welltower as of Q1 2023.

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