KI
ALK icon

Kula Investments’s Alaska Air ALK Stock Holding History

Kula Investments’s Portfolio ALK Stock Details ALK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$413K Buy
+9,835
New +$461K 0.1% 353

Other funds holding ALK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kula Investments's ALK Position: Q1 2023 in Review

Kula Investments opened a new position in Alaska Air (ALK) in Q1 2023: 9,835 shares worth $413K. The stake represents 0.1% of the portfolio and ranks #353 among its holdings.

512 funds tracked by Wall St. Rank hold ALK as of Q1 2023.

  • Kula Investments held 9,835 shares of Alaska Air worth $413K as of Q1 2023.
  • Alaska Air was a new Kula Investments position in Q1 2023.
  • Alaska Air made up 0.1% of Kula Investments's portfolio in Q1 2023, its #353 holding.
  • 512 funds tracked by Wall St. Rank held Alaska Air as of Q1 2023.

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