Kula Investments’s OR Royalties Inc OR Stock Holding History

Kula Investments’s Portfolio OR Stock Details OR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-19,129	Closed	-$231K	–	792
2022 Q4	$231K	Buy	+19,129	New	+$222K	0.07%	477

Other funds holding OR

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Kula Investments's OR Position: Q1 2023 in Review

Kula Investments sold out of OR Royalties Inc (OR) in Q1 2023, closing a stake of 19,129 shares — an estimated $231K sold.

Kula Investments first reported a position in OR in Q4 2022 and held it in 1 quarter. The position peaked at $231K in Q4 2022. 164 funds tracked by Wall St. Rank hold OR as of Q1 2023.

Kula Investments reported no remaining OR Royalties Inc position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 19,129 OR Royalties Inc shares in Q1 2023, an estimated $231K.
Kula Investments first reported a position in OR Royalties Inc in Q4 2022 and held it in 1 quarter.
Kula Investments's OR Royalties Inc position peaked at $231K in Q4 2022.
164 funds tracked by Wall St. Rank held OR Royalties Inc as of Q1 2023.

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