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Kula Investments’s Penske Automotive Group PAG Stock Holding History

Kula Investments’s Portfolio PAG Stock Details PAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,804
Closed -$322K – 797
2022
Q4 		$322K Buy
+2,804
New +$320K 0.09% 365

Other funds holding PAG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Kula Investments's PAG Position: Q1 2023 in Review

Kula Investments sold out of Penske Automotive Group (PAG) in Q1 2023, closing a stake of 2,804 shares — an estimated $322K sold.

Kula Investments first reported a position in PAG in Q4 2022 and held it in 1 quarter. The position peaked at $322K in Q4 2022. 332 funds tracked by Wall St. Rank hold PAG as of Q1 2023.

  • Kula Investments reported no remaining Penske Automotive Group position as of Q1 2023 after selling out during the quarter.
  • Kula Investments sold 2,804 Penske Automotive Group shares in Q1 2023, an estimated $322K.
  • Kula Investments first reported a position in Penske Automotive Group in Q4 2022 and held it in 1 quarter.
  • Kula Investments's Penske Automotive Group position peaked at $322K in Q4 2022.
  • 332 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2023.

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