Kula Investments’s Adtran ADTN Stock Holding History

Kula Investments’s Portfolio ADTN Stock Details ADTN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$367K	Buy	+23,125	New	+$401K	0.09%	397

Other funds holding ADTN

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kula Investments's ADTN Position: Q1 2023 in Review

Kula Investments opened a new position in Adtran (ADTN) in Q1 2023: 23,125 shares worth $367K. The stake represents 0.09% of the portfolio and ranks #397 among its holdings.

174 funds tracked by Wall St. Rank hold ADTN as of Q1 2023.

Kula Investments held 23,125 shares of Adtran worth $367K as of Q1 2023.
Adtran was a new Kula Investments position in Q1 2023.
Adtran made up 0.09% of Kula Investments's portfolio in Q1 2023, its #397 holding.
174 funds tracked by Wall St. Rank held Adtran as of Q1 2023.

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