KI
PSMT icon

Kula Investments’s Pricesmart PSMT Stock Holding History

Kula Investments’s Portfolio PSMT Stock Details PSMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$357K Buy
+4,996
New +$350K 0.09% 409

Other funds holding PSMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NC
Nitorum Capital New York $114M AUM 17.21% 1-Year Est. Return

Kula Investments's PSMT Position: Q1 2023 in Review

Kula Investments opened a new position in Pricesmart (PSMT) in Q1 2023: 4,996 shares worth $357K. The stake represents 0.09% of the portfolio and ranks #409 among its holdings.

212 funds tracked by Wall St. Rank hold PSMT as of Q1 2023.

  • Kula Investments held 4,996 shares of Pricesmart worth $357K as of Q1 2023.
  • Pricesmart was a new Kula Investments position in Q1 2023.
  • Pricesmart made up 0.09% of Kula Investments's portfolio in Q1 2023, its #409 holding.
  • 212 funds tracked by Wall St. Rank held Pricesmart as of Q1 2023.

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