Kula Investments’s Urban Outfitters URBN Stock Holding History

Kula Investments’s Portfolio URBN Stock Details URBN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-34,453	Closed	-$822K	–	863
2022 Q4	$822K	Buy	+34,453	New	+$858K	0.24%	86

Other funds holding URBN

BlackRock New York $5.72T AUM 30.48% 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

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kula Investments's URBN Position: Q1 2023 in Review

Kula Investments sold out of Urban Outfitters (URBN) in Q1 2023, closing a stake of 34,453 shares — an estimated $822K sold.

Kula Investments first reported a position in URBN in Q4 2022 and held it in 1 quarter. The position peaked at $822K in Q4 2022. 231 funds tracked by Wall St. Rank hold URBN as of Q1 2023.

Kula Investments reported no remaining Urban Outfitters position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 34,453 Urban Outfitters shares in Q1 2023, an estimated $822K.
Kula Investments first reported a position in Urban Outfitters in Q4 2022 and held it in 1 quarter.
Kula Investments's Urban Outfitters position peaked at $822K in Q4 2022.
231 funds tracked by Wall St. Rank held Urban Outfitters as of Q1 2023.

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