KI
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Kula Investments’s WillScot Mobile Mini Holdings WSC Stock Holding History

Kula Investments’s Portfolio WSC Stock Details WSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$1.01M Buy
21,571
+6,005
+39% +$289K 0.25% 122
2022
Q4 		$703K Buy
+15,566
New +$698K 0.21% 125

Other funds holding WSC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Kula Investments's WSC Position: Q1 2023 in Review

Kula Investments increased its WillScot Mobile Mini Holdings (WSC) stake by 39% in Q1 2023, buying an estimated $289K and bringing the position to 21,571 shares worth $1.01M. The position accounts for 0.25% of the portfolio, ranked #122.

Kula Investments first reported a position in WSC in Q4 2022 and has held it in 2 quarters since. 425 funds tracked by Wall St. Rank hold WSC as of Q1 2023.

  • Kula Investments held 21,571 shares of WillScot Mobile Mini Holdings worth $1.01M as of Q1 2023.
  • Kula Investments bought 6,005 WillScot Mobile Mini Holdings shares in Q1 2023, an estimated $289K.
  • WillScot Mobile Mini Holdings made up 0.25% of Kula Investments's portfolio in Q1 2023, its #122 holding.
  • Kula Investments first reported a position in WillScot Mobile Mini Holdings in Q4 2022 and has held it in 2 quarters since.
  • 425 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q1 2023.

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