KI
B

Kula Investments’s Barnes Group Inc. B Stock Holding History

Kula Investments’s Portfolio B Stock Details B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$265K Buy
+6,575
New +$277K 0.07% 492

Other funds holding B

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kula Investments's B Position: Q1 2023 in Review

Kula Investments opened a new position in Barnes Group Inc. (B) in Q1 2023: 6,575 shares worth $265K. The stake represents 0.07% of the portfolio and ranks #492 among its holdings.

205 funds tracked by Wall St. Rank hold B as of Q1 2023.

  • Kula Investments held 6,575 shares of Barnes Group Inc. worth $265K as of Q1 2023.
  • Barnes Group Inc. was a new Kula Investments position in Q1 2023.
  • Barnes Group Inc. made up 0.07% of Kula Investments's portfolio in Q1 2023, its #492 holding.
  • 205 funds tracked by Wall St. Rank held Barnes Group Inc. as of Q1 2023.

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