KI
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Kula Investments’s Macy's M Stock Holding History

Kula Investments’s Portfolio M Stock Details M Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$868K Buy
+49,652
New +$1.05M 0.21% 166

Other funds holding M

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Kula Investments's M Position: Q1 2023 in Review

Kula Investments opened a new position in Macy's (M) in Q1 2023: 49,652 shares worth $868K. The stake represents 0.21% of the portfolio and ranks #166 among its holdings.

423 funds tracked by Wall St. Rank hold M as of Q1 2023.

  • Kula Investments held 49,652 shares of Macy's worth $868K as of Q1 2023.
  • Macy's was a new Kula Investments position in Q1 2023.
  • Macy's made up 0.21% of Kula Investments's portfolio in Q1 2023, its #166 holding.
  • 423 funds tracked by Wall St. Rank held Macy's as of Q1 2023.

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