KI
DNB

Kula Investments’s Dun & Bradstreet DNB Stock Holding History

Kula Investments’s Portfolio DNB Stock Details DNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-30,974
Closed -$380K – 670
2022
Q4 		$380K Buy
+30,974
New +$397K 0.11% 298

Other funds holding DNB

CH
Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return
THLTP
Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 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
SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Kula Investments's DNB Position: Q1 2023 in Review

Kula Investments sold out of Dun & Bradstreet (DNB) in Q1 2023, closing a stake of 30,974 shares — an estimated $380K sold.

Kula Investments first reported a position in DNB in Q4 2022 and held it in 1 quarter. The position peaked at $380K in Q4 2022. 209 funds tracked by Wall St. Rank hold DNB as of Q1 2023.

  • Kula Investments reported no remaining Dun & Bradstreet position as of Q1 2023 after selling out during the quarter.
  • Kula Investments sold 30,974 Dun & Bradstreet shares in Q1 2023, an estimated $380K.
  • Kula Investments first reported a position in Dun & Bradstreet in Q4 2022 and held it in 1 quarter.
  • Kula Investments's Dun & Bradstreet position peaked at $380K in Q4 2022.
  • 209 funds tracked by Wall St. Rank held Dun & Bradstreet as of Q1 2023.

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