Kula Investments’s Materion MTRN Stock Holding History

Kula Investments’s Portfolio MTRN Stock Details MTRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$510K	Buy	+4,398	New	+$441K	0.13%	297

Other funds holding MTRN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

AAM

ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kula Investments's MTRN Position: Q1 2023 in Review

Kula Investments opened a new position in Materion (MTRN) in Q1 2023: 4,398 shares worth $510K. The stake represents 0.13% of the portfolio and ranks #297 among its holdings.

226 funds tracked by Wall St. Rank hold MTRN as of Q1 2023.

Kula Investments held 4,398 shares of Materion worth $510K as of Q1 2023.
Materion was a new Kula Investments position in Q1 2023.
Materion made up 0.13% of Kula Investments's portfolio in Q1 2023, its #297 holding.
226 funds tracked by Wall St. Rank held Materion as of Q1 2023.

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