KI
WH icon

Kula Investments’s Wyndham Hotels & Resorts WH Stock Holding History

Kula Investments’s Portfolio WH Stock Details WH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$488K Sell
7,187
-1,346
-16% -$99.2K 0.12% 309
2022
Q4 		$608K Buy
+8,533
New +$603K 0.18% 161

Other funds holding WH

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kula Investments's WH Position: Q1 2023 in Review

Kula Investments reduced its Wyndham Hotels & Resorts (WH) stake by 16% in Q1 2023, selling an estimated $99.2K and leaving 7,187 shares worth $488K. The position accounts for 0.12% of the portfolio, ranked #309.

Kula Investments first reported a position in WH in Q4 2022 and has held it in 2 quarters since. The position peaked at $608K in Q4 2022. 412 funds tracked by Wall St. Rank hold WH as of Q1 2023.

  • Kula Investments held 7,187 shares of Wyndham Hotels & Resorts worth $488K as of Q1 2023.
  • Kula Investments sold 1,346 Wyndham Hotels & Resorts shares in Q1 2023, an estimated $99.2K.
  • Wyndham Hotels & Resorts made up 0.12% of Kula Investments's portfolio in Q1 2023, its #309 holding.
  • Kula Investments first reported a position in Wyndham Hotels & Resorts in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's Wyndham Hotels & Resorts position peaked at $608K in Q4 2022.
  • 412 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q1 2023.

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