ZIG
CHX

Zullo Investment Group’s ChampionX CHX Stock Holding History

Zullo Investment Group’s Portfolio CHX Stock Details CHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-740
Closed -$21.5K – 229
2022
Q4 		$21.5K Hold
740
– – 0.01% 385
2022
Q3 		$14K Hold
740
– – 0.01% 439
2022
Q2 		$15K Hold
740
– – 0.01% 436
2022
Q1 		$18K Hold
740
– – 0.01% 437
2021
Q4 		$15K Buy
+740
New +$17.4K 0.01% 469

Other funds holding CHX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Zullo Investment Group sold out of ChampionX (CHX) in Q1 2023, closing a stake of 740 shares — an estimated $21.5K sold.

Zullo Investment Group first reported a position in CHX in Q4 2021 and held it in 5 quarters. The position peaked at $21.5K in Q4 2022. 373 funds tracked by Wall St. Rank hold CHX as of Q1 2023.

  • Zullo Investment Group reported no remaining ChampionX position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 740 ChampionX shares in Q1 2023, an estimated $21.5K.
  • Zullo Investment Group first reported a position in ChampionX in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's ChampionX position peaked at $21.5K in Q4 2022.
  • 373 funds tracked by Wall St. Rank held ChampionX as of Q1 2023.

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