Kula Investments’s Peloton Interactive PTON Stock Holding History

Kula Investments’s Portfolio PTON Stock Details PTON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$295K	Buy	+26,020	New	+$313K	0.07%	463

Other funds holding PTON

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Kula Investments's PTON Position: Q1 2023 in Review

Kula Investments opened a new position in Peloton Interactive (PTON) in Q1 2023: 26,020 shares worth $295K. The stake represents 0.07% of the portfolio and ranks #463 among its holdings.

409 funds tracked by Wall St. Rank hold PTON as of Q1 2023.

Kula Investments held 26,020 shares of Peloton Interactive worth $295K as of Q1 2023.
Peloton Interactive was a new Kula Investments position in Q1 2023.
Peloton Interactive made up 0.07% of Kula Investments's portfolio in Q1 2023, its #463 holding.
409 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2023.

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