KI
FOUR icon

Kula Investments’s Shift4 FOUR Stock Holding History

Kula Investments’s Portfolio FOUR Stock Details FOUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$792K Buy
+10,444
New +$673K 0.2% 190

Other funds holding FOUR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kula Investments's FOUR Position: Q1 2023 in Review

Kula Investments opened a new position in Shift4 (FOUR) in Q1 2023: 10,444 shares worth $792K. The stake represents 0.2% of the portfolio and ranks #190 among its holdings.

291 funds tracked by Wall St. Rank hold FOUR as of Q1 2023.

  • Kula Investments held 10,444 shares of Shift4 worth $792K as of Q1 2023.
  • Shift4 was a new Kula Investments position in Q1 2023.
  • Shift4 made up 0.2% of Kula Investments's portfolio in Q1 2023, its #190 holding.
  • 291 funds tracked by Wall St. Rank held Shift4 as of Q1 2023.

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