Zullo Investment Group’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-960	Closed	-$8.22K	–	455
2022 Q4	$8.22K	Hold	960	–	–	0.01%	520
2022 Q3	$8K	Hold	960	–	–	0.01%	524
2022 Q2	$8K	Hold	960	–	–	0.01%	535
2022 Q1	$9K	Hold	960	–	–	﹤0.01%	555
2021 Q4	$7K	Buy	+960	New	+$7.84K	﹤0.01%	603

Other funds holding KYN

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

SAM

Stansberry Asset Management Westlake, Texas $973M AUM 21.39% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Zullo Investment Group sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q1 2023, closing a stake of 960 shares — an estimated $8.22K sold.

Zullo Investment Group first reported a position in KYN in Q4 2021 and held it in 5 quarters. The position peaked at $9K in Q1 2022. 186 funds tracked by Wall St. Rank hold KYN as of Q1 2023.

Zullo Investment Group reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 960 Kayne Anderson Energy Infrastructure Fund shares in Q1 2023, an estimated $8.22K.
Zullo Investment Group first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's Kayne Anderson Energy Infrastructure Fund position peaked at $9K in Q1 2022.
186 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2023.

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