KI
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Kula Investments’s Performance Food Group PFGC Stock Holding History

Kula Investments’s Portfolio PFGC Stock Details PFGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$445K Buy
7,383
+3,751
+103% +$219K 0.11% 342
2022
Q4 		$212K Buy
+3,632
New +$198K 0.06% 503

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Kula Investments's PFGC Position: Q1 2023 in Review

Kula Investments increased its Performance Food Group (PFGC) stake by 103% in Q1 2023, buying an estimated $219K and bringing the position to 7,383 shares worth $445K. The position accounts for 0.11% of the portfolio, ranked #342.

Kula Investments first reported a position in PFGC in Q4 2022 and has held it in 2 quarters since. 344 funds tracked by Wall St. Rank hold PFGC as of Q1 2023.

  • Kula Investments held 7,383 shares of Performance Food Group worth $445K as of Q1 2023.
  • Kula Investments bought 3,751 Performance Food Group shares in Q1 2023, an estimated $219K.
  • Performance Food Group made up 0.11% of Kula Investments's portfolio in Q1 2023, its #342 holding.
  • Kula Investments first reported a position in Performance Food Group in Q4 2022 and has held it in 2 quarters since.
  • 344 funds tracked by Wall St. Rank held Performance Food Group as of Q1 2023.

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