KI
P

Kula Investments’s Everpure Inc P Stock Holding History

Kula Investments’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$1.28M Buy
50,180
+18,603
+59% +$502K 0.32% 67
2022
Q4 		$845K Buy
+31,577
New +$918K 0.25% 83

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Kula Investments's P Position: Q1 2023 in Review

Kula Investments increased its Everpure Inc (P) stake by 59% in Q1 2023, buying an estimated $502K and bringing the position to 50,180 shares worth $1.28M. The position accounts for 0.32% of the portfolio, ranked #67.

Kula Investments first reported a position in P in Q4 2022 and has held it in 2 quarters since. 408 funds tracked by Wall St. Rank hold P as of Q1 2023.

  • Kula Investments held 50,180 shares of Everpure Inc worth $1.28M as of Q1 2023.
  • Kula Investments bought 18,603 Everpure Inc shares in Q1 2023, an estimated $502K.
  • Everpure Inc made up 0.32% of Kula Investments's portfolio in Q1 2023, its #67 holding.
  • Kula Investments first reported a position in Everpure Inc in Q4 2022 and has held it in 2 quarters since.
  • 408 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2023.

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