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Zullo Investment Group’s iShares US Medical Devices ETF IHI Stock Holding History

Zullo Investment Group’s Portfolio IHI Stock Details IHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-348
Closed -$18.3K – 417
2022
Q4 		$18.3K Sell
348
-12
-3% -$609 0.01% 409
2022
Q3 		$17K Hold
360
– – 0.01% 411
2022
Q2 		$18K Sell
360
-78
-18% -$4.25K 0.01% 414
2022
Q1 		$27K Sell
438
-4
-0.9% -$238 0.01% 390
2021
Q4 		$29K Buy
+442
New +$28.3K 0.01% 371

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Menora Mivtachim Holdings
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Zullo Investment Group sold out of iShares US Medical Devices ETF (IHI) in Q1 2023, closing a stake of 348 shares — an estimated $18.3K sold.

Zullo Investment Group first reported a position in IHI in Q4 2021 and held it in 5 quarters. The position peaked at $29K in Q4 2021. 557 funds tracked by Wall St. Rank hold IHI as of Q1 2023.

  • Zullo Investment Group reported no remaining iShares US Medical Devices ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 348 iShares US Medical Devices ETF shares in Q1 2023, an estimated $18.3K.
  • Zullo Investment Group first reported a position in iShares US Medical Devices ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's iShares US Medical Devices ETF position peaked at $29K in Q4 2021.
  • 557 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2023.

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