ZIG
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Zullo Investment Group’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Zullo Investment Group’s Portfolio EXG Stock Details EXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,100
Closed -$8.3K – 326
2022
Q4 		$8.3K Hold
1,100
– – 0.01% 515
2022
Q3 		$8K Hold
1,100
– – 0.01% 520
2022
Q2 		$8K Hold
1,100
– – 0.01% 529
2022
Q1 		$11K Hold
1,100
– – 0.01% 516
2021
Q4 		$12K Buy
+1,100
New +$11.5K 0.01% 498

Other funds holding EXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Zullo Investment Group sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q1 2023, closing a stake of 1,100 shares — an estimated $8.3K sold.

Zullo Investment Group first reported a position in EXG in Q4 2021 and held it in 5 quarters. The position peaked at $12K in Q4 2021. 230 funds tracked by Wall St. Rank hold EXG as of Q1 2023.

  • Zullo Investment Group reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 1,100 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q1 2023, an estimated $8.3K.
  • Zullo Investment Group first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $12K in Q4 2021.
  • 230 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q1 2023.

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