Kula Investments’s StepStone Group STEP Stock Holding History

Kula Investments’s Portfolio STEP Stock Details STEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-17,428	Closed	-$439K	–	836
2022 Q4	$439K	Buy	+17,428	New	+$487K	0.13%	259

Other funds holding STEP

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

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

Kula Investments's STEP Position: Q1 2023 in Review

Kula Investments sold out of StepStone Group (STEP) in Q1 2023, closing a stake of 17,428 shares — an estimated $439K sold.

Kula Investments first reported a position in STEP in Q4 2022 and held it in 1 quarter. The position peaked at $439K in Q4 2022. 120 funds tracked by Wall St. Rank hold STEP as of Q1 2023.

Kula Investments reported no remaining StepStone Group position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 17,428 StepStone Group shares in Q1 2023, an estimated $439K.
Kula Investments first reported a position in StepStone Group in Q4 2022 and held it in 1 quarter.
Kula Investments's StepStone Group position peaked at $439K in Q4 2022.
120 funds tracked by Wall St. Rank held StepStone Group as of Q1 2023.

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