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Kula Investments’s Harmonic Inc HLIT Stock Holding History

Kula Investments’s Portfolio HLIT Stock Details HLIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$170K Sell
11,656
-1,242
-10% -$17.1K 0.04% 569
2022
Q4 		$169K Buy
+12,898
New +$180K 0.05% 541

Other funds holding HLIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Kula Investments's HLIT Position: Q1 2023 in Review

Kula Investments reduced its Harmonic Inc (HLIT) stake by 9.6% in Q1 2023, selling an estimated $17.1K and leaving 11,656 shares worth $170K. The position accounts for 0.04% of the portfolio, ranked #569.

Kula Investments first reported a position in HLIT in Q4 2022 and has held it in 2 quarters since. 202 funds tracked by Wall St. Rank hold HLIT as of Q1 2023.

  • Kula Investments held 11,656 shares of Harmonic Inc worth $170K as of Q1 2023.
  • Kula Investments sold 1,242 Harmonic Inc shares in Q1 2023, an estimated $17.1K.
  • Harmonic Inc made up 0.04% of Kula Investments's portfolio in Q1 2023, its #569 holding.
  • Kula Investments first reported a position in Harmonic Inc in Q4 2022 and has held it in 2 quarters since.
  • 202 funds tracked by Wall St. Rank held Harmonic Inc as of Q1 2023.

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