Kula Investments’s Greif GEF Stock Holding History

Kula Investments’s Portfolio GEF Stock Details GEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$527K	Buy	8,313 +2,854	+52%	+$191K	0.13%	290
2022 Q4	$427K	Buy	+5,459	New	+$368K	0.13%	263

Other funds holding GEF

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Kula Investments's GEF Position: Q1 2023 in Review

Kula Investments increased its Greif (GEF) stake by 52% in Q1 2023, buying an estimated $191K and bringing the position to 8,313 shares worth $527K. The position accounts for 0.13% of the portfolio, ranked #290.

Kula Investments first reported a position in GEF in Q4 2022 and has held it in 2 quarters since. 217 funds tracked by Wall St. Rank hold GEF as of Q1 2023.

Kula Investments held 8,313 shares of Greif worth $527K as of Q1 2023.
Kula Investments bought 2,854 Greif shares in Q1 2023, an estimated $191K.
Greif made up 0.13% of Kula Investments's portfolio in Q1 2023, its #290 holding.
Kula Investments first reported a position in Greif in Q4 2022 and has held it in 2 quarters since.
217 funds tracked by Wall St. Rank held Greif as of Q1 2023.

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