ZIG
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Zullo Investment Group’s Eaton ETN Stock Holding History

Zullo Investment Group’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-128
Closed -$20.1K – 317
2022
Q4 		$20.1K Hold
128
– – 0.01% 393
2022
Q3 		$17K Sell
128
-37
-22% -$5.18K 0.01% 410
2022
Q2 		$21K Sell
165
-21
-11% -$2.94K 0.01% 393
2022
Q1 		$28K Sell
186
-43
-19% -$6.73K 0.01% 378
2021
Q4 		$40K Buy
+229
New +$38K 0.02% 334

Other funds holding ETN

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Zullo Investment Group sold out of Eaton (ETN) in Q1 2023, closing a stake of 128 shares — an estimated $20.1K sold.

Zullo Investment Group first reported a position in ETN in Q4 2021 and held it in 5 quarters. The position peaked at $40K in Q4 2021. 1,525 funds tracked by Wall St. Rank hold ETN as of Q1 2023.

  • Zullo Investment Group reported no remaining Eaton position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 128 Eaton shares in Q1 2023, an estimated $20.1K.
  • Zullo Investment Group first reported a position in Eaton in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Eaton position peaked at $40K in Q4 2021.
  • 1,525 funds tracked by Wall St. Rank held Eaton as of Q1 2023.

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