KI
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Kula Investments’s Owens Corning OC Stock Holding History

Kula Investments’s Portfolio OC Stock Details OC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$947K Buy
9,883
+6,360
+181% +$602K 0.23% 142
2022
Q4 		$301K Buy
+3,523
New +$309K 0.09% 383

Other funds holding OC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kula Investments's OC Position: Q1 2023 in Review

Kula Investments increased its Owens Corning (OC) stake by 181% in Q1 2023, buying an estimated $602K and bringing the position to 9,883 shares worth $947K. The position accounts for 0.23% of the portfolio, ranked #142.

Kula Investments first reported a position in OC in Q4 2022 and has held it in 2 quarters since. 532 funds tracked by Wall St. Rank hold OC as of Q1 2023.

  • Kula Investments held 9,883 shares of Owens Corning worth $947K as of Q1 2023.
  • Kula Investments bought 6,360 Owens Corning shares in Q1 2023, an estimated $602K.
  • Owens Corning made up 0.23% of Kula Investments's portfolio in Q1 2023, its #142 holding.
  • Kula Investments first reported a position in Owens Corning in Q4 2022 and has held it in 2 quarters since.
  • 532 funds tracked by Wall St. Rank held Owens Corning as of Q1 2023.

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