KI
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Kula Investments’s Concentrix CNXC Stock Holding History

Kula Investments’s Portfolio CNXC Stock Details CNXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$360K Buy
+2,964
New +$403K 0.09% 404

Other funds holding CNXC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Kula Investments's CNXC Position: Q1 2023 in Review

Kula Investments opened a new position in Concentrix (CNXC) in Q1 2023: 2,964 shares worth $360K. The stake represents 0.09% of the portfolio and ranks #404 among its holdings.

325 funds tracked by Wall St. Rank hold CNXC as of Q1 2023.

  • Kula Investments held 2,964 shares of Concentrix worth $360K as of Q1 2023.
  • Concentrix was a new Kula Investments position in Q1 2023.
  • Concentrix made up 0.09% of Kula Investments's portfolio in Q1 2023, its #404 holding.
  • 325 funds tracked by Wall St. Rank held Concentrix as of Q1 2023.

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