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Kula Investments’s Allegion ALLE Stock Holding History

Kula Investments’s Portfolio ALLE Stock Details ALLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$1.87M Buy
+17,517
New +$1.97M 0.46% 20

Other funds holding ALLE

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Kula Investments's ALLE Position: Q1 2023 in Review

Kula Investments opened a new position in Allegion (ALLE) in Q1 2023: 17,517 shares worth $1.87M. The stake represents 0.46% of the portfolio and ranks #20 among its holdings.

563 funds tracked by Wall St. Rank hold ALLE as of Q1 2023.

  • Kula Investments held 17,517 shares of Allegion worth $1.87M as of Q1 2023.
  • Allegion was a new Kula Investments position in Q1 2023.
  • Allegion made up 0.46% of Kula Investments's portfolio in Q1 2023, its #20 holding.
  • 563 funds tracked by Wall St. Rank held Allegion as of Q1 2023.

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