Zullo Investment Group’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-264	Closed	-$23.8K	–	444
2022 Q4	$23.8K	Sell	264 -21	-7%	-$1.9K	0.01%	369
2022 Q3	$25K	Hold	285	–	–	0.02%	361
2022 Q2	$26K	Buy	285 +2	+0.7%	+$193	0.02%	364
2022 Q1	$29K	Buy	283 +7	+3%	+$730	0.02%	372
2021 Q4	$30K	Buy	+276	New	+$29.9K	0.02%	364

Other funds holding JNK

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

Zullo Investment Group sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2023, closing a stake of 264 shares — an estimated $23.8K sold.

Zullo Investment Group first reported a position in JNK in Q4 2021 and held it in 5 quarters. The position peaked at $30K in Q4 2021. 507 funds tracked by Wall St. Rank hold JNK as of Q1 2023.

Zullo Investment Group reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 264 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2023, an estimated $23.8K.
Zullo Investment Group first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $30K in Q4 2021.
507 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2023.

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