Kula Investments’s Alarm.com ALRM Stock Holding History

Kula Investments’s Portfolio ALRM Stock Details ALRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-5,606	Closed	-$277K	–	590
2022 Q4	$277K	Buy	+5,606	New	+$309K	0.08%	414

Other funds holding ALRM

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

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

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Kula Investments's ALRM Position: Q1 2023 in Review

Kula Investments sold out of Alarm.com (ALRM) in Q1 2023, closing a stake of 5,606 shares — an estimated $277K sold.

Kula Investments first reported a position in ALRM in Q4 2022 and held it in 1 quarter. The position peaked at $277K in Q4 2022. 247 funds tracked by Wall St. Rank hold ALRM as of Q1 2023.

Kula Investments reported no remaining Alarm.com position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 5,606 Alarm.com shares in Q1 2023, an estimated $277K.
Kula Investments first reported a position in Alarm.com in Q4 2022 and held it in 1 quarter.
Kula Investments's Alarm.com position peaked at $277K in Q4 2022.
247 funds tracked by Wall St. Rank held Alarm.com as of Q1 2023.

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