KI
TRIP icon

Kula Investments’s TripAdvisor TRIP Stock Holding History

Kula Investments’s Portfolio TRIP Stock Details TRIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$494K Sell
24,891
-14,999
-38% -$321K 0.12% 304
2022
Q4 		$717K Buy
+39,890
New +$833K 0.21% 115

Other funds holding TRIP

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Kula Investments's TRIP Position: Q1 2023 in Review

Kula Investments reduced its TripAdvisor (TRIP) stake by 38% in Q1 2023, selling an estimated $321K and leaving 24,891 shares worth $494K. The position accounts for 0.12% of the portfolio, ranked #304.

Kula Investments first reported a position in TRIP in Q4 2022 and has held it in 2 quarters since. The position peaked at $717K in Q4 2022. 269 funds tracked by Wall St. Rank hold TRIP as of Q1 2023.

  • Kula Investments held 24,891 shares of TripAdvisor worth $494K as of Q1 2023.
  • Kula Investments sold 14,999 TripAdvisor shares in Q1 2023, an estimated $321K.
  • TripAdvisor made up 0.12% of Kula Investments's portfolio in Q1 2023, its #304 holding.
  • Kula Investments first reported a position in TripAdvisor in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's TripAdvisor position peaked at $717K in Q4 2022.
  • 269 funds tracked by Wall St. Rank held TripAdvisor as of Q1 2023.

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