Kula Investments’s F5 FFIV Stock Holding History

Kula Investments’s Portfolio FFIV Stock Details FFIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$778K	Buy	5,342 +2,050	+62%	+$296K	0.19%	193
2022 Q4	$472K	Buy	+3,292	New	+$482K	0.14%	228

Other funds holding FFIV

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Kula Investments's FFIV Position: Q1 2023 in Review

Kula Investments increased its F5 (FFIV) stake by 62% in Q1 2023, buying an estimated $296K and bringing the position to 5,342 shares worth $778K. The position accounts for 0.19% of the portfolio, ranked #193.

Kula Investments first reported a position in FFIV in Q4 2022 and has held it in 2 quarters since. 494 funds tracked by Wall St. Rank hold FFIV as of Q1 2023.

Kula Investments held 5,342 shares of F5 worth $778K as of Q1 2023.
Kula Investments bought 2,050 F5 shares in Q1 2023, an estimated $296K.
F5 made up 0.19% of Kula Investments's portfolio in Q1 2023, its #193 holding.
Kula Investments first reported a position in F5 in Q4 2022 and has held it in 2 quarters since.
494 funds tracked by Wall St. Rank held F5 as of Q1 2023.

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