Kula Investments’s AGNC Investment AGNC Stock Holding History

Kula Investments’s Portfolio AGNC Stock Details AGNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-12,245	Closed	-$127K	–	585
2022 Q4	$127K	Buy	+12,245	New	+$112K	0.04%	554

Other funds holding AGNC

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

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

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Kula Investments's AGNC Position: Q1 2023 in Review

Kula Investments sold out of AGNC Investment (AGNC) in Q1 2023, closing a stake of 12,245 shares — an estimated $127K sold.

Kula Investments first reported a position in AGNC in Q4 2022 and held it in 1 quarter. The position peaked at $127K in Q4 2022. 439 funds tracked by Wall St. Rank hold AGNC as of Q1 2023.

Kula Investments reported no remaining AGNC Investment position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 12,245 AGNC Investment shares in Q1 2023, an estimated $127K.
Kula Investments first reported a position in AGNC Investment in Q4 2022 and held it in 1 quarter.
Kula Investments's AGNC Investment position peaked at $127K in Q4 2022.
439 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2023.

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