KI
RS icon

Kula Investments’s Reliance Steel & Aluminium RS Stock Holding History

Kula Investments’s Portfolio RS Stock Details RS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,900
Closed -$790K – 823
2022
Q4 		$790K Buy
+3,900
New +$776K 0.23% 94

Other funds holding RS

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kula Investments's RS Position: Q1 2023 in Review

Kula Investments sold out of Reliance Steel & Aluminium (RS) in Q1 2023, closing a stake of 3,900 shares — an estimated $790K sold.

Kula Investments first reported a position in RS in Q4 2022 and held it in 1 quarter. The position peaked at $790K in Q4 2022. 525 funds tracked by Wall St. Rank hold RS as of Q1 2023.

  • Kula Investments reported no remaining Reliance Steel & Aluminium position as of Q1 2023 after selling out during the quarter.
  • Kula Investments sold 3,900 Reliance Steel & Aluminium shares in Q1 2023, an estimated $790K.
  • Kula Investments first reported a position in Reliance Steel & Aluminium in Q4 2022 and held it in 1 quarter.
  • Kula Investments's Reliance Steel & Aluminium position peaked at $790K in Q4 2022.
  • 525 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q1 2023.

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