KI
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Kula Investments’s Jacobs Solutions J Stock Holding History

Kula Investments’s Portfolio J Stock Details J Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$1.12M Buy
11,479
+9,429
+460% +$941K 0.28% 101
2022
Q4 		$204K Buy
+2,050
New +$201K 0.06% 518

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kula Investments's J Position: Q1 2023 in Review

Kula Investments increased its Jacobs Solutions (J) stake by 460% in Q1 2023, buying an estimated $941K and bringing the position to 11,479 shares worth $1.12M. The position accounts for 0.28% of the portfolio, ranked #101.

Kula Investments first reported a position in J in Q4 2022 and has held it in 2 quarters since. 680 funds tracked by Wall St. Rank hold J as of Q1 2023.

  • Kula Investments held 11,479 shares of Jacobs Solutions worth $1.12M as of Q1 2023.
  • Kula Investments bought 9,429 Jacobs Solutions shares in Q1 2023, an estimated $941K.
  • Jacobs Solutions made up 0.28% of Kula Investments's portfolio in Q1 2023, its #101 holding.
  • Kula Investments first reported a position in Jacobs Solutions in Q4 2022 and has held it in 2 quarters since.
  • 680 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2023.

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