KI
ACH

Kula Investments’s Accendra Health ACH Stock Holding History

Kula Investments’s Portfolio ACH Stock Details ACH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$270K Buy
+18,577
New +$333K 0.07% 484

Other funds holding ACH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Kula Investments's ACH Position: Q1 2023 in Review

Kula Investments opened a new position in Accendra Health (ACH) in Q1 2023: 18,577 shares worth $270K. The stake represents 0.07% of the portfolio and ranks #484 among its holdings.

218 funds tracked by Wall St. Rank hold ACH as of Q1 2023.

  • Kula Investments held 18,577 shares of Accendra Health worth $270K as of Q1 2023.
  • Accendra Health was a new Kula Investments position in Q1 2023.
  • Accendra Health made up 0.07% of Kula Investments's portfolio in Q1 2023, its #484 holding.
  • 218 funds tracked by Wall St. Rank held Accendra Health as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.