Kula Investments’s Nasdaq NDAQ Stock Holding History

Kula Investments’s Portfolio NDAQ Stock Details NDAQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$1.22M	Buy	22,235 +13,250	+147%	+$766K	0.3%	78
2022 Q4	$551K	Buy	+8,985	New	+$560K	0.16%	187

Other funds holding NDAQ

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kula Investments's NDAQ Position: Q1 2023 in Review

Kula Investments increased its Nasdaq (NDAQ) stake by 147% in Q1 2023, buying an estimated $766K and bringing the position to 22,235 shares worth $1.22M. The position accounts for 0.3% of the portfolio, ranked #78.

Kula Investments first reported a position in NDAQ in Q4 2022 and has held it in 2 quarters since. 686 funds tracked by Wall St. Rank hold NDAQ as of Q1 2023.

Kula Investments held 22,235 shares of Nasdaq worth $1.22M as of Q1 2023.
Kula Investments bought 13,250 Nasdaq shares in Q1 2023, an estimated $766K.
Nasdaq made up 0.3% of Kula Investments's portfolio in Q1 2023, its #78 holding.
Kula Investments first reported a position in Nasdaq in Q4 2022 and has held it in 2 quarters since.
686 funds tracked by Wall St. Rank held Nasdaq as of Q1 2023.

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