Kula Investments’s Regal Rexnord RRX Stock Holding History

Kula Investments’s Portfolio RRX Stock Details RRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,778	Closed	-$453K	–	822
2022 Q4	$453K	Buy	+3,778	New	+$495K	0.13%	244

Other funds holding RRX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Kula Investments's RRX Position: Q1 2023 in Review

Kula Investments sold out of Regal Rexnord (RRX) in Q1 2023, closing a stake of 3,778 shares — an estimated $453K sold.

Kula Investments first reported a position in RRX in Q4 2022 and held it in 1 quarter. The position peaked at $453K in Q4 2022. 413 funds tracked by Wall St. Rank hold RRX as of Q1 2023.

Kula Investments reported no remaining Regal Rexnord position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 3,778 Regal Rexnord shares in Q1 2023, an estimated $453K.
Kula Investments first reported a position in Regal Rexnord in Q4 2022 and held it in 1 quarter.
Kula Investments's Regal Rexnord position peaked at $453K in Q4 2022.
413 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2023.

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