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Kula Investments’s Diamondback Energy FANG Stock Holding History

Kula Investments’s Portfolio FANG Stock Details FANG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$215K Sell
1,594
-4,170
-72% -$581K 0.05% 552
2022
Q4 		$788K Buy
+5,764
New +$842K 0.23% 95

Other funds holding FANG

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Kula Investments's FANG Position: Q1 2023 in Review

Kula Investments reduced its Diamondback Energy (FANG) stake by 72% in Q1 2023, selling an estimated $581K and leaving 1,594 shares worth $215K. The position accounts for 0.05% of the portfolio, ranked #552.

Kula Investments first reported a position in FANG in Q4 2022 and has held it in 2 quarters since. The position peaked at $788K in Q4 2022. 913 funds tracked by Wall St. Rank hold FANG as of Q1 2023.

  • Kula Investments held 1,594 shares of Diamondback Energy worth $215K as of Q1 2023.
  • Kula Investments sold 4,170 Diamondback Energy shares in Q1 2023, an estimated $581K.
  • Diamondback Energy made up 0.05% of Kula Investments's portfolio in Q1 2023, its #552 holding.
  • Kula Investments first reported a position in Diamondback Energy in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's Diamondback Energy position peaked at $788K in Q4 2022.
  • 913 funds tracked by Wall St. Rank held Diamondback Energy as of Q1 2023.

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