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Kula Investments’s Analog Devices ADI Stock Holding History

Kula Investments’s Portfolio ADI Stock Details ADI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$477K Buy
+2,421
New +$434K 0.12% 320

Other funds holding ADI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kula Investments's ADI Position: Q1 2023 in Review

Kula Investments opened a new position in Analog Devices (ADI) in Q1 2023: 2,421 shares worth $477K. The stake represents 0.12% of the portfolio and ranks #320 among its holdings.

1,534 funds tracked by Wall St. Rank hold ADI as of Q1 2023.

  • Kula Investments held 2,421 shares of Analog Devices worth $477K as of Q1 2023.
  • Analog Devices was a new Kula Investments position in Q1 2023.
  • Analog Devices made up 0.12% of Kula Investments's portfolio in Q1 2023, its #320 holding.
  • 1,534 funds tracked by Wall St. Rank held Analog Devices as of Q1 2023.

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