Kula Investments’s US Bancorp USB Stock Holding History

Kula Investments’s Portfolio USB Stock Details USB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$1.95M	Buy	54,154 +21,531	+66%	+$959K	0.48%	17
2022 Q4	$1.42M	Buy	+32,623	New	+$1.4M	0.42%	15

Other funds holding USB

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kula Investments's USB Position: Q1 2023 in Review

Kula Investments increased its US Bancorp (USB) stake by 66% in Q1 2023, buying an estimated $959K and bringing the position to 54,154 shares worth $1.95M. The position accounts for 0.48% of the portfolio, ranked #17.

Kula Investments first reported a position in USB in Q4 2022 and has held it in 2 quarters since. 1,663 funds tracked by Wall St. Rank hold USB as of Q1 2023.

Kula Investments held 54,154 shares of US Bancorp worth $1.95M as of Q1 2023.
Kula Investments bought 21,531 US Bancorp shares in Q1 2023, an estimated $959K.
US Bancorp made up 0.48% of Kula Investments's portfolio in Q1 2023, its #17 holding.
Kula Investments first reported a position in US Bancorp in Q4 2022 and has held it in 2 quarters since.
1,663 funds tracked by Wall St. Rank held US Bancorp as of Q1 2023.

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