ZIG
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Zullo Investment Group’s Chesapeake Utilities CPK Stock Holding History

Zullo Investment Group’s Portfolio CPK Stock Details CPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-52
Closed -$6.14K – 248
2022
Q4 		$6.14K Hold
52
– – ﹤0.01% 559
2022
Q3 		$6K Hold
52
– – ﹤0.01% 561
2022
Q2 		$7K Hold
52
– – ﹤0.01% 551
2022
Q1 		$7K Hold
52
– – ﹤0.01% 587
2021
Q4 		$8K Buy
+52
New +$6.92K ﹤0.01% 565

Other funds holding CPK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Zullo Investment Group sold out of Chesapeake Utilities (CPK) in Q1 2023, closing a stake of 52 shares — an estimated $6.14K sold.

Zullo Investment Group first reported a position in CPK in Q4 2021 and held it in 5 quarters. The position peaked at $8K in Q4 2021. 272 funds tracked by Wall St. Rank hold CPK as of Q1 2023.

  • Zullo Investment Group reported no remaining Chesapeake Utilities position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 52 Chesapeake Utilities shares in Q1 2023, an estimated $6.14K.
  • Zullo Investment Group first reported a position in Chesapeake Utilities in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Chesapeake Utilities position peaked at $8K in Q4 2021.
  • 272 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q1 2023.

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