Kula Investments’s Casey's General Stores CASY Stock Holding History

Kula Investments’s Portfolio CASY Stock Details CASY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,035	Closed	-$457K	–	631
2022 Q4	$457K	Buy	+2,035	New	+$464K	0.13%	240

Other funds holding CASY

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kula Investments's CASY Position: Q1 2023 in Review

Kula Investments sold out of Casey's General Stores (CASY) in Q1 2023, closing a stake of 2,035 shares — an estimated $457K sold.

Kula Investments first reported a position in CASY in Q4 2022 and held it in 1 quarter. The position peaked at $457K in Q4 2022. 482 funds tracked by Wall St. Rank hold CASY as of Q1 2023.

Kula Investments reported no remaining Casey's General Stores position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 2,035 Casey's General Stores shares in Q1 2023, an estimated $457K.
Kula Investments first reported a position in Casey's General Stores in Q4 2022 and held it in 1 quarter.
Kula Investments's Casey's General Stores position peaked at $457K in Q4 2022.
482 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2023.

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