KI
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Kula Investments’s Cheesecake Factory CAKE Stock Holding History

Kula Investments’s Portfolio CAKE Stock Details CAKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$333K Buy
+9,513
New +$354K 0.08% 431

Other funds holding CAKE

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kula Investments's CAKE Position: Q1 2023 in Review

Kula Investments opened a new position in Cheesecake Factory (CAKE) in Q1 2023: 9,513 shares worth $333K. The stake represents 0.08% of the portfolio and ranks #431 among its holdings.

236 funds tracked by Wall St. Rank hold CAKE as of Q1 2023.

  • Kula Investments held 9,513 shares of Cheesecake Factory worth $333K as of Q1 2023.
  • Cheesecake Factory was a new Kula Investments position in Q1 2023.
  • Cheesecake Factory made up 0.08% of Kula Investments's portfolio in Q1 2023, its #431 holding.
  • 236 funds tracked by Wall St. Rank held Cheesecake Factory as of Q1 2023.

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