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Kula Investments’s Commercial Metals CMC Stock Holding History

Kula Investments’s Portfolio CMC Stock Details CMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$264K Sell
5,403
-701
-11% -$36.3K 0.07% 495
2022
Q4 		$295K Buy
+6,104
New +$280K 0.09% 390

Other funds holding CMC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kula Investments's CMC Position: Q1 2023 in Review

Kula Investments reduced its Commercial Metals (CMC) stake by 11% in Q1 2023, selling an estimated $36.3K and leaving 5,403 shares worth $264K. The position accounts for 0.07% of the portfolio, ranked #495.

Kula Investments first reported a position in CMC in Q4 2022 and has held it in 2 quarters since. The position peaked at $295K in Q4 2022. 409 funds tracked by Wall St. Rank hold CMC as of Q1 2023.

  • Kula Investments held 5,403 shares of Commercial Metals worth $264K as of Q1 2023.
  • Kula Investments sold 701 Commercial Metals shares in Q1 2023, an estimated $36.3K.
  • Commercial Metals made up 0.07% of Kula Investments's portfolio in Q1 2023, its #495 holding.
  • Kula Investments first reported a position in Commercial Metals in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's Commercial Metals position peaked at $295K in Q4 2022.
  • 409 funds tracked by Wall St. Rank held Commercial Metals as of Q1 2023.

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