Kula Investments’s Allstate ALL Stock Holding History

Kula Investments’s Portfolio ALL Stock Details ALL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$2.37M	Buy	+21,378	New	+$2.7M	0.58%	6

Other funds holding ALL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kula Investments's ALL Position: Q1 2023 in Review

Kula Investments opened a new position in Allstate (ALL) in Q1 2023: 21,378 shares worth $2.37M. The stake represents 0.58% of the portfolio and ranks #6 among its holdings.

1,169 funds tracked by Wall St. Rank hold ALL as of Q1 2023.

Kula Investments held 21,378 shares of Allstate worth $2.37M as of Q1 2023.
Allstate was a new Kula Investments position in Q1 2023.
Allstate made up 0.58% of Kula Investments's portfolio in Q1 2023, its #6 holding.
1,169 funds tracked by Wall St. Rank held Allstate as of Q1 2023.

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