ZIG
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Zullo Investment Group’s Oneok OKE Stock Holding History

Zullo Investment Group’s Portfolio OKE Stock Details OKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-307
Closed -$20.2K – 518
2022
Q4 		$20.2K Buy
307
+10
+3% +$615 0.01% 392
2022
Q3 		$15K Hold
297
– – 0.01% 435
2022
Q2 		$16K Buy
297
+60
+25% +$3.89K 0.01% 432
2022
Q1 		$17K Buy
+237
New +$15.2K 0.01% 454

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Zullo Investment Group sold out of Oneok (OKE) in Q1 2023, closing a stake of 307 shares — an estimated $20.2K sold.

Zullo Investment Group first reported a position in OKE in Q1 2022 and held it in 4 quarters. The position peaked at $20.2K in Q4 2022. 1,023 funds tracked by Wall St. Rank hold OKE as of Q1 2023.

  • Zullo Investment Group reported no remaining Oneok position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 307 Oneok shares in Q1 2023, an estimated $20.2K.
  • Zullo Investment Group first reported a position in Oneok in Q1 2022 and held it in 4 quarters.
  • Zullo Investment Group's Oneok position peaked at $20.2K in Q4 2022.
  • 1,023 funds tracked by Wall St. Rank held Oneok as of Q1 2023.

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