Kula Investments’s Incyte INCY Stock Holding History

Kula Investments’s Portfolio INCY Stock Details INCY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$1.58M	Buy	21,850 +18,742	+603%	+$1.47M	0.39%	35
2022 Q4	$250K	Buy	+3,108	New	+$238K	0.07%	448

Other funds holding INCY

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Kula Investments's INCY Position: Q1 2023 in Review

Kula Investments increased its Incyte (INCY) stake by 603% in Q1 2023, buying an estimated $1.47M and bringing the position to 21,850 shares worth $1.58M. The position accounts for 0.39% of the portfolio, ranked #35.

Kula Investments first reported a position in INCY in Q4 2022 and has held it in 2 quarters since. 550 funds tracked by Wall St. Rank hold INCY as of Q1 2023.

Kula Investments held 21,850 shares of Incyte worth $1.58M as of Q1 2023.
Kula Investments bought 18,742 Incyte shares in Q1 2023, an estimated $1.47M.
Incyte made up 0.39% of Kula Investments's portfolio in Q1 2023, its #35 holding.
Kula Investments first reported a position in Incyte in Q4 2022 and has held it in 2 quarters since.
550 funds tracked by Wall St. Rank held Incyte as of Q1 2023.

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