Kula Investments’s Veren VRN Stock Holding History

Kula Investments’s Portfolio VRN Stock Details VRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-87,794	Closed	-$1.05M	–	886
2022 Q4	$1.05M	Buy	+87,794	New	+$652K	0.31%	47

Other funds holding VRN

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Kula Investments's VRN Position: Q1 2023 in Review

Kula Investments sold out of Veren (VRN) in Q1 2023, closing a stake of 87,794 shares — an estimated $1.05M sold.

Kula Investments first reported a position in VRN in Q4 2022 and held it in 1 quarter. The position peaked at $1.05M in Q4 2022. 174 funds tracked by Wall St. Rank hold VRN as of Q1 2023.

Kula Investments reported no remaining Veren position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 87,794 Veren shares in Q1 2023, an estimated $1.05M.
Kula Investments first reported a position in Veren in Q4 2022 and held it in 1 quarter.
Kula Investments's Veren position peaked at $1.05M in Q4 2022.
174 funds tracked by Wall St. Rank held Veren as of Q1 2023.

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