KI
VMRK

Kula Investments’s Vivmark Residential VMRK Stock Holding History

Kula Investments’s Portfolio VMRK Stock Details VMRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$1.16M Sell
19,348
-13,510
-41% -$829K 0.29% 88
2022
Q4 		$1.94M Buy
+32,858
New +$2.06M 0.57% 5

Other funds holding VMRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Kula Investments's VMRK Position: Q1 2023 in Review

Kula Investments reduced its Vivmark Residential (VMRK) stake by 41% in Q1 2023, selling an estimated $829K and leaving 19,348 shares worth $1.16M. The position accounts for 0.29% of the portfolio, ranked #88.

Kula Investments first reported a position in VMRK in Q4 2022 and has held it in 2 quarters since. The position peaked at $1.94M in Q4 2022. 580 funds tracked by Wall St. Rank hold VMRK as of Q1 2023.

  • Kula Investments held 19,348 shares of Vivmark Residential worth $1.16M as of Q1 2023.
  • Kula Investments sold 13,510 Vivmark Residential shares in Q1 2023, an estimated $829K.
  • Vivmark Residential made up 0.29% of Kula Investments's portfolio in Q1 2023, its #88 holding.
  • Kula Investments first reported a position in Vivmark Residential in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's Vivmark Residential position peaked at $1.94M in Q4 2022.
  • 580 funds tracked by Wall St. Rank held Vivmark Residential as of Q1 2023.

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