KI
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Kula Investments’s Costamare CMRE Stock Holding History

Kula Investments’s Portfolio CMRE Stock Details CMRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$391K Buy
41,555
+15,946
+62% +$157K 0.1% 373
2022
Q4 		$649K Buy
+25,609
New +$240K 0.19% 142

Other funds holding CMRE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCWM
Graham Capital Wealth Management Washington D.c., District of Columbia $113M AUM 11.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Kula Investments's CMRE Position: Q1 2023 in Review

Kula Investments increased its Costamare (CMRE) stake by 62% in Q1 2023, buying an estimated $157K and bringing the position to 41,555 shares worth $391K. The position accounts for 0.1% of the portfolio, ranked #373.

Kula Investments first reported a position in CMRE in Q4 2022 and has held it in 2 quarters since. The position peaked at $649K in Q4 2022. 148 funds tracked by Wall St. Rank hold CMRE as of Q1 2023.

  • Kula Investments held 41,555 shares of Costamare worth $391K as of Q1 2023.
  • Kula Investments bought 15,946 Costamare shares in Q1 2023, an estimated $157K.
  • Costamare made up 0.1% of Kula Investments's portfolio in Q1 2023, its #373 holding.
  • Kula Investments first reported a position in Costamare in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's Costamare position peaked at $649K in Q4 2022.
  • 148 funds tracked by Wall St. Rank held Costamare as of Q1 2023.

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