Kula Investments’s Ares Capital ARCC Stock Holding History

Kula Investments’s Portfolio ARCC Stock Details ARCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$1.6M	Buy	+87,316	New	+$1.65M	0.39%	33

Other funds holding ARCC

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Kula Investments's ARCC Position: Q1 2023 in Review

Kula Investments opened a new position in Ares Capital (ARCC) in Q1 2023: 87,316 shares worth $1.6M. The stake represents 0.39% of the portfolio and ranks #33 among its holdings.

640 funds tracked by Wall St. Rank hold ARCC as of Q1 2023.

Kula Investments held 87,316 shares of Ares Capital worth $1.6M as of Q1 2023.
Ares Capital was a new Kula Investments position in Q1 2023.
Ares Capital made up 0.39% of Kula Investments's portfolio in Q1 2023, its #33 holding.
640 funds tracked by Wall St. Rank held Ares Capital as of Q1 2023.

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