Kula Investments’s ChampionX CHX Stock Holding History

Kula Investments’s Portfolio CHX Stock Details CHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-11,020	Closed	-$319K	–	639
2022 Q4	$319K	Buy	+11,020	New	+$304K	0.09%	367

Other funds holding CHX

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

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

Kula Investments's CHX Position: Q1 2023 in Review

Kula Investments sold out of ChampionX (CHX) in Q1 2023, closing a stake of 11,020 shares — an estimated $319K sold.

Kula Investments first reported a position in CHX in Q4 2022 and held it in 1 quarter. The position peaked at $319K in Q4 2022. 373 funds tracked by Wall St. Rank hold CHX as of Q1 2023.

Kula Investments reported no remaining ChampionX position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 11,020 ChampionX shares in Q1 2023, an estimated $319K.
Kula Investments first reported a position in ChampionX in Q4 2022 and held it in 1 quarter.
Kula Investments's ChampionX position peaked at $319K in Q4 2022.
373 funds tracked by Wall St. Rank held ChampionX as of Q1 2023.

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