KI
PENG

Kula Investments’s Penguin Solutions Inc PENG Stock Holding History

Kula Investments’s Portfolio PENG Stock Details PENG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$491K Buy
+28,505
New +$476K 0.12% 308

Other funds holding PENG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Kula Investments's PENG Position: Q1 2023 in Review

Kula Investments opened a new position in Penguin Solutions Inc (PENG) in Q1 2023: 28,505 shares worth $491K. The stake represents 0.12% of the portfolio and ranks #308 among its holdings.

174 funds tracked by Wall St. Rank hold PENG as of Q1 2023.

  • Kula Investments held 28,505 shares of Penguin Solutions Inc worth $491K as of Q1 2023.
  • Penguin Solutions Inc was a new Kula Investments position in Q1 2023.
  • Penguin Solutions Inc made up 0.12% of Kula Investments's portfolio in Q1 2023, its #308 holding.
  • 174 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q1 2023.

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