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Kula Investments’s Primoris Services PRIM Stock Holding History

Kula Investments’s Portfolio PRIM Stock Details PRIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$479K Buy
+19,434
New +$491K 0.12% 317

Other funds holding PRIM

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kula Investments's PRIM Position: Q1 2023 in Review

Kula Investments opened a new position in Primoris Services (PRIM) in Q1 2023: 19,434 shares worth $479K. The stake represents 0.12% of the portfolio and ranks #317 among its holdings.

170 funds tracked by Wall St. Rank hold PRIM as of Q1 2023.

  • Kula Investments held 19,434 shares of Primoris Services worth $479K as of Q1 2023.
  • Primoris Services was a new Kula Investments position in Q1 2023.
  • Primoris Services made up 0.12% of Kula Investments's portfolio in Q1 2023, its #317 holding.
  • 170 funds tracked by Wall St. Rank held Primoris Services as of Q1 2023.

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