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Kula Investments’s Worthington Enterprises WOR Stock Holding History

Kula Investments’s Portfolio WOR Stock Details WOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$407K Buy
+10,209
New +$361K 0.1% 359

Other funds holding WOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kula Investments's WOR Position: Q1 2023 in Review

Kula Investments opened a new position in Worthington Enterprises (WOR) in Q1 2023: 10,209 shares worth $407K. The stake represents 0.1% of the portfolio and ranks #359 among its holdings.

251 funds tracked by Wall St. Rank hold WOR as of Q1 2023.

  • Kula Investments held 10,209 shares of Worthington Enterprises worth $407K as of Q1 2023.
  • Worthington Enterprises was a new Kula Investments position in Q1 2023.
  • Worthington Enterprises made up 0.1% of Kula Investments's portfolio in Q1 2023, its #359 holding.
  • 251 funds tracked by Wall St. Rank held Worthington Enterprises as of Q1 2023.

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