KI
DDS icon

Kula Investments’s Dillards DDS Stock Holding History

Kula Investments’s Portfolio DDS Stock Details DDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$241K Sell
784
-42
-5% -$14.9K 0.06% 520
2022
Q4 		$267K Buy
+826
New +$269K 0.08% 430

Other funds holding DDS

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CWM
ClientFirst Wealth Management Little Rock, Arkansas $118M AUM 40.43% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Kula Investments's DDS Position: Q1 2023 in Review

Kula Investments reduced its Dillards (DDS) stake by 5.1% in Q1 2023, selling an estimated $14.9K and leaving 784 shares worth $241K. The position accounts for 0.06% of the portfolio, ranked #520.

Kula Investments first reported a position in DDS in Q4 2022 and has held it in 2 quarters since. The position peaked at $267K in Q4 2022. 231 funds tracked by Wall St. Rank hold DDS as of Q1 2023.

  • Kula Investments held 784 shares of Dillards worth $241K as of Q1 2023.
  • Kula Investments sold 42 Dillards shares in Q1 2023, an estimated $14.9K.
  • Dillards made up 0.06% of Kula Investments's portfolio in Q1 2023, its #520 holding.
  • Kula Investments first reported a position in Dillards in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's Dillards position peaked at $267K in Q4 2022.
  • 231 funds tracked by Wall St. Rank held Dillards as of Q1 2023.

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