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Kula Investments’s Western Union WU Stock Holding History

Kula Investments’s Portfolio WU Stock Details WU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$2.62M Buy
235,179
+209,150
+804% +$2.72M 0.65% 4
2022
Q4 		$358K Buy
+26,029
New +$359K 0.11% 318

Other funds holding WU

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
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kula Investments's WU Position: Q1 2023 in Review

Kula Investments increased its Western Union (WU) stake by 804% in Q1 2023, buying an estimated $2.72M and bringing the position to 235,179 shares worth $2.62M. The position accounts for 0.65% of the portfolio, ranked #4.

Kula Investments first reported a position in WU in Q4 2022 and has held it in 2 quarters since. 475 funds tracked by Wall St. Rank hold WU as of Q1 2023.

  • Kula Investments held 235,179 shares of Western Union worth $2.62M as of Q1 2023.
  • Kula Investments bought 209,150 Western Union shares in Q1 2023, an estimated $2.72M.
  • Western Union made up 0.65% of Kula Investments's portfolio in Q1 2023, its #4 holding.
  • Kula Investments first reported a position in Western Union in Q4 2022 and has held it in 2 quarters since.
  • 475 funds tracked by Wall St. Rank held Western Union as of Q1 2023.

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