Kula Investments’s Exact Sciences EXAS Stock Holding History

Kula Investments’s Portfolio EXAS Stock Details EXAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-5,491	Closed	-$272K	–	685
2022 Q4	$272K	Buy	+5,491	New	+$224K	0.08%	425

Other funds holding EXAS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Kula Investments's EXAS Position: Q1 2023 in Review

Kula Investments sold out of Exact Sciences (EXAS) in Q1 2023, closing a stake of 5,491 shares — an estimated $272K sold.

Kula Investments first reported a position in EXAS in Q4 2022 and held it in 1 quarter. The position peaked at $272K in Q4 2022. 582 funds tracked by Wall St. Rank hold EXAS as of Q1 2023.

Kula Investments reported no remaining Exact Sciences position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 5,491 Exact Sciences shares in Q1 2023, an estimated $272K.
Kula Investments first reported a position in Exact Sciences in Q4 2022 and held it in 1 quarter.
Kula Investments's Exact Sciences position peaked at $272K in Q4 2022.
582 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2023.

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