Zullo Investment Group’s Hess Midstream HESM Stock Holding History

Zullo Investment Group’s Portfolio HESM Stock Details HESM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-300	Closed	-$8.98K	–	385
2022 Q4	$8.98K	Hold	300	–	–	0.01%	506
2022 Q3	$8K	Hold	300	–	–	0.01%	522
2022 Q2	$8K	Hold	300	–	–	0.01%	532
2022 Q1	$9K	Hold	300	–	–	﹤0.01%	552
2021 Q4	$8K	Buy	+300	New	+$7.78K	﹤0.01%	570

Other funds holding HESM

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Zullo Investment Group sold out of Hess Midstream (HESM) in Q1 2023, closing a stake of 300 shares — an estimated $8.98K sold.

Zullo Investment Group first reported a position in HESM in Q4 2021 and held it in 5 quarters. The position peaked at $9K in Q1 2022. 153 funds tracked by Wall St. Rank hold HESM as of Q1 2023.

Zullo Investment Group reported no remaining Hess Midstream position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 300 Hess Midstream shares in Q1 2023, an estimated $8.98K.
Zullo Investment Group first reported a position in Hess Midstream in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's Hess Midstream position peaked at $9K in Q1 2022.
153 funds tracked by Wall St. Rank held Hess Midstream as of Q1 2023.

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