Whittier Trust’s Kura Sushi USA KRUS Stock Holding History

Whittier Trust’s Portfolio KRUS Stock Details KRUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-158	Closed	-$18.2K	–	1557
2024 Q1	$18.2K	Buy	+158	New	+$15.3K	﹤0.01%	1153

Other funds holding KRUS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

1WCM

12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RCW

Rheos Capital Works Tokyo, Japan $1.5B AUM 47.78% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Whittier Trust's KRUS Position: Q2 2024 in Review

Whittier Trust sold out of Kura Sushi USA (KRUS) in Q2 2024, closing a stake of 158 shares — an estimated $18.2K sold.

Whittier Trust first reported a position in KRUS in Q1 2024 and held it in 1 quarter. The position peaked at $18.2K in Q1 2024. 112 funds tracked by Wall St. Rank hold KRUS as of Q2 2024.

Whittier Trust reported no remaining Kura Sushi USA position as of Q2 2024 after selling out during the quarter.
Whittier Trust sold 158 Kura Sushi USA shares in Q2 2024, an estimated $18.2K.
Whittier Trust first reported a position in Kura Sushi USA in Q1 2024 and held it in 1 quarter.
Whittier Trust's Kura Sushi USA position peaked at $18.2K in Q1 2024.
112 funds tracked by Wall St. Rank held Kura Sushi USA as of Q2 2024.

Based on Whittier Trust's 13F filing for Q2 2024, filed 29 Jul 2024.