Kula Investments’s Wingstop WING Stock Holding History

Kula Investments’s Portfolio WING Stock Details WING Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$796K	Sell	4,338 -1,301	-23%	-$214K	0.2%	187
2022 Q4	$776K	Buy	+5,639	New	+$832K	0.23%	101

Other funds holding WING

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kula Investments's WING Position: Q1 2023 in Review

Kula Investments reduced its Wingstop (WING) stake by 23% in Q1 2023, selling an estimated $214K and leaving 4,338 shares worth $796K. The position accounts for 0.2% of the portfolio, ranked #187.

Kula Investments first reported a position in WING in Q4 2022 and has held it in 2 quarters since. 345 funds tracked by Wall St. Rank hold WING as of Q1 2023.

Kula Investments held 4,338 shares of Wingstop worth $796K as of Q1 2023.
Kula Investments sold 1,301 Wingstop shares in Q1 2023, an estimated $214K.
Wingstop made up 0.2% of Kula Investments's portfolio in Q1 2023, its #187 holding.
Kula Investments first reported a position in Wingstop in Q4 2022 and has held it in 2 quarters since.
345 funds tracked by Wall St. Rank held Wingstop as of Q1 2023.

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