ZIG
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Zullo Investment Group’s Middlesex Water MSEX Stock Holding History

Zullo Investment Group’s Portfolio MSEX Stock Details MSEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4
Closed -$315 – 486
2022
Q4 		$315 Hold
4
– – ﹤0.01% 751
2022
Q3 		$0 Hold
4
– – ﹤0.01% 781
2022
Q2 		$0 Hold
4
– – ﹤0.01% 789
2022
Q1 		$0 Hold
4
– – ﹤0.01% 815
2021
Q4 		$0 Buy
+4
New +$425 ﹤0.01% 818

Other funds holding MSEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

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

Zullo Investment Group sold out of Middlesex Water (MSEX) in Q1 2023, closing a stake of 4 shares — an estimated $315 sold.

Zullo Investment Group first reported a position in MSEX in Q4 2021 and held it in 5 quarters. The position peaked at $315 in Q4 2022. 200 funds tracked by Wall St. Rank hold MSEX as of Q1 2023.

  • Zullo Investment Group reported no remaining Middlesex Water position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 4 Middlesex Water shares in Q1 2023, an estimated $315.
  • Zullo Investment Group first reported a position in Middlesex Water in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Middlesex Water position peaked at $315 in Q4 2022.
  • 200 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2023.

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