Kula Investments’s AXIS Capital AXS Stock Holding History

Kula Investments’s Portfolio AXS Stock Details AXS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-6,217	Closed	-$337K	–	609
2022 Q4	$337K	Buy	+6,217	New	+$336K	0.1%	347

Other funds holding AXS

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SPC

Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return

Kula Investments's AXS Position: Q1 2023 in Review

Kula Investments sold out of AXIS Capital (AXS) in Q1 2023, closing a stake of 6,217 shares — an estimated $337K sold.

Kula Investments first reported a position in AXS in Q4 2022 and held it in 1 quarter. The position peaked at $337K in Q4 2022. 304 funds tracked by Wall St. Rank hold AXS as of Q1 2023.

Kula Investments reported no remaining AXIS Capital position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 6,217 AXIS Capital shares in Q1 2023, an estimated $337K.
Kula Investments first reported a position in AXIS Capital in Q4 2022 and held it in 1 quarter.
Kula Investments's AXIS Capital position peaked at $337K in Q4 2022.
304 funds tracked by Wall St. Rank held AXIS Capital as of Q1 2023.

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