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Kula Investments’s Celsius Holdings CELH Stock Holding History

Kula Investments’s Portfolio CELH Stock Details CELH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,311
Closed -$358K – 636
2022
Q4 		$358K Buy
+10,311
New +$336K 0.11% 320

Other funds holding CELH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Kula Investments's CELH Position: Q1 2023 in Review

Kula Investments sold out of Celsius Holdings (CELH) in Q1 2023, closing a stake of 10,311 shares — an estimated $358K sold.

Kula Investments first reported a position in CELH in Q4 2022 and held it in 1 quarter. The position peaked at $358K in Q4 2022. 311 funds tracked by Wall St. Rank hold CELH as of Q1 2023.

  • Kula Investments reported no remaining Celsius Holdings position as of Q1 2023 after selling out during the quarter.
  • Kula Investments sold 10,311 Celsius Holdings shares in Q1 2023, an estimated $358K.
  • Kula Investments first reported a position in Celsius Holdings in Q4 2022 and held it in 1 quarter.
  • Kula Investments's Celsius Holdings position peaked at $358K in Q4 2022.
  • 311 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2023.

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