KI
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Kula Investments’s Trimble TRMB Stock Holding History

Kula Investments’s Portfolio TRMB Stock Details TRMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$596K Sell
11,378
-3,490
-23% -$186K 0.15% 258
2022
Q4 		$752K Buy
+14,868
New +$828K 0.22% 105

Other funds holding TRMB

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Kula Investments's TRMB Position: Q1 2023 in Review

Kula Investments reduced its Trimble (TRMB) stake by 23% in Q1 2023, selling an estimated $186K and leaving 11,378 shares worth $596K. The position accounts for 0.15% of the portfolio, ranked #258.

Kula Investments first reported a position in TRMB in Q4 2022 and has held it in 2 quarters since. The position peaked at $752K in Q4 2022. 590 funds tracked by Wall St. Rank hold TRMB as of Q1 2023.

  • Kula Investments held 11,378 shares of Trimble worth $596K as of Q1 2023.
  • Kula Investments sold 3,490 Trimble shares in Q1 2023, an estimated $186K.
  • Trimble made up 0.15% of Kula Investments's portfolio in Q1 2023, its #258 holding.
  • Kula Investments first reported a position in Trimble in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's Trimble position peaked at $752K in Q4 2022.
  • 590 funds tracked by Wall St. Rank held Trimble as of Q1 2023.

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