Kula Investments’s Fair Isaac FICO Stock Holding History

Kula Investments’s Portfolio FICO Stock Details FICO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-378	Closed	-$226K	–	695
2022 Q4	$226K	Buy	+378	New	+$199K	0.07%	486

Other funds holding FICO

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

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

VFCM

Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kula Investments's FICO Position: Q1 2023 in Review

Kula Investments sold out of Fair Isaac (FICO) in Q1 2023, closing a stake of 378 shares — an estimated $226K sold.

Kula Investments first reported a position in FICO in Q4 2022 and held it in 1 quarter. The position peaked at $226K in Q4 2022. 619 funds tracked by Wall St. Rank hold FICO as of Q1 2023.

Kula Investments reported no remaining Fair Isaac position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 378 Fair Isaac shares in Q1 2023, an estimated $226K.
Kula Investments first reported a position in Fair Isaac in Q4 2022 and held it in 1 quarter.
Kula Investments's Fair Isaac position peaked at $226K in Q4 2022.
619 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2023.

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