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Kula Investments’s Textron TXT Stock Holding History

Kula Investments’s Portfolio TXT Stock Details TXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$822K Sell
11,636
-1,153
-9% -$82.2K 0.2% 180
2022
Q4 		$905K Buy
+12,789
New +$868K 0.27% 70

Other funds holding TXT

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kula Investments's TXT Position: Q1 2023 in Review

Kula Investments reduced its Textron (TXT) stake by 9% in Q1 2023, selling an estimated $82.2K and leaving 11,636 shares worth $822K. The position accounts for 0.2% of the portfolio, ranked #180.

Kula Investments first reported a position in TXT in Q4 2022 and has held it in 2 quarters since. The position peaked at $905K in Q4 2022. 567 funds tracked by Wall St. Rank hold TXT as of Q1 2023.

  • Kula Investments held 11,636 shares of Textron worth $822K as of Q1 2023.
  • Kula Investments sold 1,153 Textron shares in Q1 2023, an estimated $82.2K.
  • Textron made up 0.2% of Kula Investments's portfolio in Q1 2023, its #180 holding.
  • Kula Investments first reported a position in Textron in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's Textron position peaked at $905K in Q4 2022.
  • 567 funds tracked by Wall St. Rank held Textron as of Q1 2023.

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