KI
CDP icon

Kula Investments’s COPT Defense Properties CDP Stock Holding History

Kula Investments’s Portfolio CDP Stock Details CDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-14,865
Closed -$386K – 634
2022
Q4 		$386K Buy
+14,865
New +$382K 0.11% 294

Other funds holding CDP

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Kula Investments's CDP Position: Q1 2023 in Review

Kula Investments sold out of COPT Defense Properties (CDP) in Q1 2023, closing a stake of 14,865 shares — an estimated $386K sold.

Kula Investments first reported a position in CDP in Q4 2022 and held it in 1 quarter. The position peaked at $386K in Q4 2022. 248 funds tracked by Wall St. Rank hold CDP as of Q1 2023.

  • Kula Investments reported no remaining COPT Defense Properties position as of Q1 2023 after selling out during the quarter.
  • Kula Investments sold 14,865 COPT Defense Properties shares in Q1 2023, an estimated $386K.
  • Kula Investments first reported a position in COPT Defense Properties in Q4 2022 and held it in 1 quarter.
  • Kula Investments's COPT Defense Properties position peaked at $386K in Q4 2022.
  • 248 funds tracked by Wall St. Rank held COPT Defense Properties as of Q1 2023.

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