Kula Investments’s Peabody Energy BTU Stock Holding History

Kula Investments’s Portfolio BTU Stock Details BTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-19,707	Closed	-$521K	–	625
2022 Q4	$521K	Buy	+19,707	New	+$542K	0.15%	199

Other funds holding BTU

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Kula Investments's BTU Position: Q1 2023 in Review

Kula Investments sold out of Peabody Energy (BTU) in Q1 2023, closing a stake of 19,707 shares — an estimated $521K sold.

Kula Investments first reported a position in BTU in Q4 2022 and held it in 1 quarter. The position peaked at $521K in Q4 2022. 282 funds tracked by Wall St. Rank hold BTU as of Q1 2023.

Kula Investments reported no remaining Peabody Energy position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 19,707 Peabody Energy shares in Q1 2023, an estimated $521K.
Kula Investments first reported a position in Peabody Energy in Q4 2022 and held it in 1 quarter.
Kula Investments's Peabody Energy position peaked at $521K in Q4 2022.
282 funds tracked by Wall St. Rank held Peabody Energy as of Q1 2023.

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