KI
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Kula Investments’s Avantor AVTR Stock Holding History

Kula Investments’s Portfolio AVTR Stock Details AVTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$589K Buy
27,858
+2,977
+12% +$67.8K 0.15% 260
2022
Q4 		$525K Buy
+24,881
New +$515K 0.15% 196

Other funds holding AVTR

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NMC
New Mountain Capital New York $110M AUM 51.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kula Investments's AVTR Position: Q1 2023 in Review

Kula Investments increased its Avantor (AVTR) stake by 12% in Q1 2023, buying an estimated $67.8K and bringing the position to 27,858 shares worth $589K. The position accounts for 0.15% of the portfolio, ranked #260.

Kula Investments first reported a position in AVTR in Q4 2022 and has held it in 2 quarters since. 465 funds tracked by Wall St. Rank hold AVTR as of Q1 2023.

  • Kula Investments held 27,858 shares of Avantor worth $589K as of Q1 2023.
  • Kula Investments bought 2,977 Avantor shares in Q1 2023, an estimated $67.8K.
  • Avantor made up 0.15% of Kula Investments's portfolio in Q1 2023, its #260 holding.
  • Kula Investments first reported a position in Avantor in Q4 2022 and has held it in 2 quarters since.
  • 465 funds tracked by Wall St. Rank held Avantor as of Q1 2023.

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