KI
PLXS icon

Kula Investments’s Plexus PLXS Stock Holding History

Kula Investments’s Portfolio PLXS Stock Details PLXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$465K Buy
+4,767
New +$478K 0.11% 333

Other funds holding PLXS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Kula Investments's PLXS Position: Q1 2023 in Review

Kula Investments opened a new position in Plexus (PLXS) in Q1 2023: 4,767 shares worth $465K. The stake represents 0.11% of the portfolio and ranks #333 among its holdings.

238 funds tracked by Wall St. Rank hold PLXS as of Q1 2023.

  • Kula Investments held 4,767 shares of Plexus worth $465K as of Q1 2023.
  • Plexus was a new Kula Investments position in Q1 2023.
  • Plexus made up 0.11% of Kula Investments's portfolio in Q1 2023, its #333 holding.
  • 238 funds tracked by Wall St. Rank held Plexus as of Q1 2023.

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