ZIG
XYZ

Zullo Investment Group’s Block Inc XYZ Stock Holding History

Zullo Investment Group’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-190
Closed -$11.9K – 739
2022
Q4 		$11.9K Hold
190
– – 0.01% 471
2022
Q3 		$10K Buy
190
+25
+15% +$1.77K 0.01% 497
2022
Q2 		$10K Buy
165
+10
+6% +$914 0.01% 501
2022
Q1 		$21K Buy
155
+25
+19% +$3.03K 0.01% 422
2021
Q4 		$21K Buy
+130
New +$28.2K 0.01% 423

Other funds holding XYZ

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

Zullo Investment Group sold out of Block Inc (XYZ) in Q1 2023, closing a stake of 190 shares — an estimated $11.9K sold.

Zullo Investment Group first reported a position in XYZ in Q4 2021 and held it in 5 quarters. The position peaked at $21K in Q1 2022. 994 funds tracked by Wall St. Rank hold XYZ as of Q1 2023.

  • Zullo Investment Group reported no remaining Block Inc position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 190 Block Inc shares in Q1 2023, an estimated $11.9K.
  • Zullo Investment Group first reported a position in Block Inc in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Block Inc position peaked at $21K in Q1 2022.
  • 994 funds tracked by Wall St. Rank held Block Inc as of Q1 2023.

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