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Kula Investments’s Mueller Water Products MWA Stock Holding History

Kula Investments’s Portfolio MWA Stock Details MWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-20,837
Closed -$224K – 776
2022
Q4 		$224K Buy
+20,837
New +$232K 0.07% 490

Other funds holding MWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kula Investments's MWA Position: Q1 2023 in Review

Kula Investments sold out of Mueller Water Products (MWA) in Q1 2023, closing a stake of 20,837 shares — an estimated $224K sold.

Kula Investments first reported a position in MWA in Q4 2022 and held it in 1 quarter. The position peaked at $224K in Q4 2022. 226 funds tracked by Wall St. Rank hold MWA as of Q1 2023.

  • Kula Investments reported no remaining Mueller Water Products position as of Q1 2023 after selling out during the quarter.
  • Kula Investments sold 20,837 Mueller Water Products shares in Q1 2023, an estimated $224K.
  • Kula Investments first reported a position in Mueller Water Products in Q4 2022 and held it in 1 quarter.
  • Kula Investments's Mueller Water Products position peaked at $224K in Q4 2022.
  • 226 funds tracked by Wall St. Rank held Mueller Water Products as of Q1 2023.

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