Kula Investments’s PGT, Inc. PGTI Stock Holding History

Kula Investments’s Portfolio PGTI Stock Details PGTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-12,660	Closed	-$227K	–	900
2022 Q4	$227K	Buy	+12,660	New	+$258K	0.07%	481

Other funds holding PGTI

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

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

SCM

Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Kula Investments's PGTI Position: Q1 2023 in Review

Kula Investments sold out of PGT, Inc. (PGTI) in Q1 2023, closing a stake of 12,660 shares — an estimated $227K sold.

Kula Investments first reported a position in PGTI in Q4 2022 and held it in 1 quarter. The position peaked at $227K in Q4 2022. 187 funds tracked by Wall St. Rank hold PGTI as of Q1 2023.

Kula Investments reported no remaining PGT, Inc. position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 12,660 PGT, Inc. shares in Q1 2023, an estimated $227K.
Kula Investments first reported a position in PGT, Inc. in Q4 2022 and held it in 1 quarter.
Kula Investments's PGT, Inc. position peaked at $227K in Q4 2022.
187 funds tracked by Wall St. Rank held PGT, Inc. as of Q1 2023.

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