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Kula Investments’s Haemonetics HAE Stock Holding History

Kula Investments’s Portfolio HAE Stock Details HAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$927K Buy
11,199
+5,147
+85% +$417K 0.23% 146
2022
Q4 		$476K Buy
+6,052
New +$486K 0.14% 224

Other funds holding HAE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kula Investments's HAE Position: Q1 2023 in Review

Kula Investments increased its Haemonetics (HAE) stake by 85% in Q1 2023, buying an estimated $417K and bringing the position to 11,199 shares worth $927K. The position accounts for 0.23% of the portfolio, ranked #146.

Kula Investments first reported a position in HAE in Q4 2022 and has held it in 2 quarters since. 301 funds tracked by Wall St. Rank hold HAE as of Q1 2023.

  • Kula Investments held 11,199 shares of Haemonetics worth $927K as of Q1 2023.
  • Kula Investments bought 5,147 Haemonetics shares in Q1 2023, an estimated $417K.
  • Haemonetics made up 0.23% of Kula Investments's portfolio in Q1 2023, its #146 holding.
  • Kula Investments first reported a position in Haemonetics in Q4 2022 and has held it in 2 quarters since.
  • 301 funds tracked by Wall St. Rank held Haemonetics as of Q1 2023.

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