Kula Investments’s Gartner IT Stock Holding History

Kula Investments’s Portfolio IT Stock Details IT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$657K	Buy	2,018 +987	+96%	+$326K	0.16%	233
2022 Q4	$347K	Buy	+1,031	New	+$333K	0.1%	333

Other funds holding IT

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

Kula Investments's IT Position: Q1 2023 in Review

Kula Investments increased its Gartner (IT) stake by 96% in Q1 2023, buying an estimated $326K and bringing the position to 2,018 shares worth $657K. The position accounts for 0.16% of the portfolio, ranked #233.

Kula Investments first reported a position in IT in Q4 2022 and has held it in 2 quarters since. 762 funds tracked by Wall St. Rank hold IT as of Q1 2023.

Kula Investments held 2,018 shares of Gartner worth $657K as of Q1 2023.
Kula Investments bought 987 Gartner shares in Q1 2023, an estimated $326K.
Gartner made up 0.16% of Kula Investments's portfolio in Q1 2023, its #233 holding.
Kula Investments first reported a position in Gartner in Q4 2022 and has held it in 2 quarters since.
762 funds tracked by Wall St. Rank held Gartner as of Q1 2023.

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