Kula Investments’s Intercontinental Exchange ICE Stock Holding History

Kula Investments’s Portfolio ICE Stock Details ICE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$564K	Buy	+5,408	New	+$563K	0.14%	269

Other funds holding ICE

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Kula Investments's ICE Position: Q1 2023 in Review

Kula Investments opened a new position in Intercontinental Exchange (ICE) in Q1 2023: 5,408 shares worth $564K. The stake represents 0.14% of the portfolio and ranks #269 among its holdings.

1,264 funds tracked by Wall St. Rank hold ICE as of Q1 2023.

Kula Investments held 5,408 shares of Intercontinental Exchange worth $564K as of Q1 2023.
Intercontinental Exchange was a new Kula Investments position in Q1 2023.
Intercontinental Exchange made up 0.14% of Kula Investments's portfolio in Q1 2023, its #269 holding.
1,264 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q1 2023.

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