KI
XHR

Kula Investments’s Xenia Hotels & Resorts XHR Stock Holding History

Kula Investments’s Portfolio XHR Stock Details XHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-17,686
Closed -$233K – 879
2022
Q4 		$233K Buy
+17,686
New +$263K 0.07% 470

Other funds holding XHR

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kula Investments's XHR Position: Q1 2023 in Review

Kula Investments sold out of Xenia Hotels & Resorts (XHR) in Q1 2023, closing a stake of 17,686 shares — an estimated $233K sold.

Kula Investments first reported a position in XHR in Q4 2022 and held it in 1 quarter. The position peaked at $233K in Q4 2022. 215 funds tracked by Wall St. Rank hold XHR as of Q1 2023.

  • Kula Investments reported no remaining Xenia Hotels & Resorts position as of Q1 2023 after selling out during the quarter.
  • Kula Investments sold 17,686 Xenia Hotels & Resorts shares in Q1 2023, an estimated $233K.
  • Kula Investments first reported a position in Xenia Hotels & Resorts in Q4 2022 and held it in 1 quarter.
  • Kula Investments's Xenia Hotels & Resorts position peaked at $233K in Q4 2022.
  • 215 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q1 2023.

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