Kula Investments’s Vaxcyte PCVX Stock Holding History

Kula Investments’s Portfolio PCVX Stock Details PCVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,410	Closed	-$211K	–	800
2022 Q4	$211K	Buy	+4,410	New	+$173K	0.06%	504

Other funds holding PCVX

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

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

MVM

Medicxi Ventures Management St. Helier, Jersey $982M AUM 210.17% 1-Year Est. Return

Kula Investments's PCVX Position: Q1 2023 in Review

Kula Investments sold out of Vaxcyte (PCVX) in Q1 2023, closing a stake of 4,410 shares — an estimated $211K sold.

Kula Investments first reported a position in PCVX in Q4 2022 and held it in 1 quarter. The position peaked at $211K in Q4 2022. 187 funds tracked by Wall St. Rank hold PCVX as of Q1 2023.

Kula Investments reported no remaining Vaxcyte position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 4,410 Vaxcyte shares in Q1 2023, an estimated $211K.
Kula Investments first reported a position in Vaxcyte in Q4 2022 and held it in 1 quarter.
Kula Investments's Vaxcyte position peaked at $211K in Q4 2022.
187 funds tracked by Wall St. Rank held Vaxcyte as of Q1 2023.

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