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Kula Investments’s Energizer ENR Stock Holding History

Kula Investments’s Portfolio ENR Stock Details ENR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$343K Buy
+9,898
New +$350K 0.08% 419

Other funds holding ENR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kula Investments's ENR Position: Q1 2023 in Review

Kula Investments opened a new position in Energizer (ENR) in Q1 2023: 9,898 shares worth $343K. The stake represents 0.08% of the portfolio and ranks #419 among its holdings.

266 funds tracked by Wall St. Rank hold ENR as of Q1 2023.

  • Kula Investments held 9,898 shares of Energizer worth $343K as of Q1 2023.
  • Energizer was a new Kula Investments position in Q1 2023.
  • Energizer made up 0.08% of Kula Investments's portfolio in Q1 2023, its #419 holding.
  • 266 funds tracked by Wall St. Rank held Energizer as of Q1 2023.

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