Kula Investments’s Tidewater TDW Stock Holding History

Kula Investments’s Portfolio TDW Stock Details TDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-6,345	Closed	-$234K	–	839
2022 Q4	$234K	Buy	+6,345	New	+$193K	0.07%	466

Other funds holding TDW

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

Robotti Robert $641M AUM 66.01% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

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

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

MCM

Moerus Capital Management New York $271M AUM 58.78% 1-Year Est. Return

Kula Investments's TDW Position: Q1 2023 in Review

Kula Investments sold out of Tidewater (TDW) in Q1 2023, closing a stake of 6,345 shares — an estimated $234K sold.

Kula Investments first reported a position in TDW in Q4 2022 and held it in 1 quarter. The position peaked at $234K in Q4 2022. 195 funds tracked by Wall St. Rank hold TDW as of Q1 2023.

Kula Investments reported no remaining Tidewater position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 6,345 Tidewater shares in Q1 2023, an estimated $234K.
Kula Investments first reported a position in Tidewater in Q4 2022 and held it in 1 quarter.
Kula Investments's Tidewater position peaked at $234K in Q4 2022.
195 funds tracked by Wall St. Rank held Tidewater as of Q1 2023.

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