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Kula Investments’s Marriott Vacations Worldwide VAC Stock Holding History

Kula Investments’s Portfolio VAC Stock Details VAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$237K Buy
+1,761
New +$261K 0.06% 525

Other funds holding VAC

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kula Investments's VAC Position: Q1 2023 in Review

Kula Investments opened a new position in Marriott Vacations Worldwide (VAC) in Q1 2023: 1,761 shares worth $237K. The stake represents 0.06% of the portfolio and ranks #525 among its holdings.

376 funds tracked by Wall St. Rank hold VAC as of Q1 2023.

  • Kula Investments held 1,761 shares of Marriott Vacations Worldwide worth $237K as of Q1 2023.
  • Marriott Vacations Worldwide was a new Kula Investments position in Q1 2023.
  • Marriott Vacations Worldwide made up 0.06% of Kula Investments's portfolio in Q1 2023, its #525 holding.
  • 376 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q1 2023.

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