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Kula Investments’s Clear Secure YOU Stock Holding History

Kula Investments’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$618K Buy
+23,624
New +$671K 0.15% 249

Other funds holding YOU

DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kula Investments's YOU Position: Q1 2023 in Review

Kula Investments opened a new position in Clear Secure (YOU) in Q1 2023: 23,624 shares worth $618K. The stake represents 0.15% of the portfolio and ranks #249 among its holdings.

169 funds tracked by Wall St. Rank hold YOU as of Q1 2023.

  • Kula Investments held 23,624 shares of Clear Secure worth $618K as of Q1 2023.
  • Clear Secure was a new Kula Investments position in Q1 2023.
  • Clear Secure made up 0.15% of Kula Investments's portfolio in Q1 2023, its #249 holding.
  • 169 funds tracked by Wall St. Rank held Clear Secure as of Q1 2023.

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