KI
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Kula Investments’s Grocery Outlet GO Stock Holding History

Kula Investments’s Portfolio GO Stock Details GO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$381K Buy
13,479
+5,137
+62% +$147K 0.09% 385
2022
Q4 		$244K Buy
+8,342
New +$262K 0.07% 453

Other funds holding GO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kula Investments's GO Position: Q1 2023 in Review

Kula Investments increased its Grocery Outlet (GO) stake by 62% in Q1 2023, buying an estimated $147K and bringing the position to 13,479 shares worth $381K. The position accounts for 0.09% of the portfolio, ranked #385.

Kula Investments first reported a position in GO in Q4 2022 and has held it in 2 quarters since. 224 funds tracked by Wall St. Rank hold GO as of Q1 2023.

  • Kula Investments held 13,479 shares of Grocery Outlet worth $381K as of Q1 2023.
  • Kula Investments bought 5,137 Grocery Outlet shares in Q1 2023, an estimated $147K.
  • Grocery Outlet made up 0.09% of Kula Investments's portfolio in Q1 2023, its #385 holding.
  • Kula Investments first reported a position in Grocery Outlet in Q4 2022 and has held it in 2 quarters since.
  • 224 funds tracked by Wall St. Rank held Grocery Outlet as of Q1 2023.

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