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Kula Investments’s Shake Shack SHAK Stock Holding History

Kula Investments’s Portfolio SHAK Stock Details SHAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$906K Buy
16,323
+11,152
+216% +$615K 0.22% 151
2022
Q4 		$215K Buy
+5,171
New +$252K 0.06% 501

Other funds holding SHAK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Kula Investments's SHAK Position: Q1 2023 in Review

Kula Investments increased its Shake Shack (SHAK) stake by 216% in Q1 2023, buying an estimated $615K and bringing the position to 16,323 shares worth $906K. The position accounts for 0.22% of the portfolio, ranked #151.

Kula Investments first reported a position in SHAK in Q4 2022 and has held it in 2 quarters since. 260 funds tracked by Wall St. Rank hold SHAK as of Q1 2023.

  • Kula Investments held 16,323 shares of Shake Shack worth $906K as of Q1 2023.
  • Kula Investments bought 11,152 Shake Shack shares in Q1 2023, an estimated $615K.
  • Shake Shack made up 0.22% of Kula Investments's portfolio in Q1 2023, its #151 holding.
  • Kula Investments first reported a position in Shake Shack in Q4 2022 and has held it in 2 quarters since.
  • 260 funds tracked by Wall St. Rank held Shake Shack as of Q1 2023.

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