KI
WCN

Kula Investments’s Waste Connections WCN Stock Holding History

Kula Investments’s Portfolio WCN Stock Details WCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$246K Sell
1,769
-4,054
-70% -$540K 0.06% 516
2022
Q4 		$772K Buy
+5,823
New +$792K 0.23% 102

Other funds holding WCN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kula Investments's WCN Position: Q1 2023 in Review

Kula Investments reduced its Waste Connections (WCN) stake by 70% in Q1 2023, selling an estimated $540K and leaving 1,769 shares worth $246K. The position accounts for 0.06% of the portfolio, ranked #516.

Kula Investments first reported a position in WCN in Q4 2022 and has held it in 2 quarters since. The position peaked at $772K in Q4 2022. 602 funds tracked by Wall St. Rank hold WCN as of Q1 2023.

  • Kula Investments held 1,769 shares of Waste Connections worth $246K as of Q1 2023.
  • Kula Investments sold 4,054 Waste Connections shares in Q1 2023, an estimated $540K.
  • Waste Connections made up 0.06% of Kula Investments's portfolio in Q1 2023, its #516 holding.
  • Kula Investments first reported a position in Waste Connections in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's Waste Connections position peaked at $772K in Q4 2022.
  • 602 funds tracked by Wall St. Rank held Waste Connections as of Q1 2023.

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