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Zullo Investment Group’s Williams-Sonoma WSM Stock Holding History

Zullo Investment Group’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-200
Closed -$11.5K – 721
2022
Q4 		$11.5K Hold
200
– – 0.01% 476
2022
Q3 		$12K Hold
200
– – 0.01% 464
2022
Q2 		$11K Hold
200
– – 0.01% 486
2022
Q1 		$15K Hold
200
– – 0.01% 470
2021
Q4 		$17K Buy
+200
New +$18.6K 0.01% 455

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Zullo Investment Group sold out of Williams-Sonoma (WSM) in Q1 2023, closing a stake of 200 shares — an estimated $11.5K sold.

Zullo Investment Group first reported a position in WSM in Q4 2021 and held it in 5 quarters. The position peaked at $17K in Q4 2021. 606 funds tracked by Wall St. Rank hold WSM as of Q1 2023.

  • Zullo Investment Group reported no remaining Williams-Sonoma position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 200 Williams-Sonoma shares in Q1 2023, an estimated $11.5K.
  • Zullo Investment Group first reported a position in Williams-Sonoma in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Williams-Sonoma position peaked at $17K in Q4 2021.
  • 606 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2023.

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