Kula Investments’s Fifth Third Bancorp FITB Stock Holding History

Kula Investments’s Portfolio FITB Stock Details FITB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-36,458	Closed	-$894K	–	697
2022 Q4	$894K	Buy	+36,458	New	+$1.24M	0.26%	72

Other funds holding FITB

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kula Investments's FITB Position: Q1 2023 in Review

Kula Investments sold out of Fifth Third Bancorp (FITB) in Q1 2023, closing a stake of 36,458 shares — an estimated $894K sold.

Kula Investments first reported a position in FITB in Q4 2022 and held it in 1 quarter. The position peaked at $894K in Q4 2022. 820 funds tracked by Wall St. Rank hold FITB as of Q1 2023.

Kula Investments reported no remaining Fifth Third Bancorp position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 36,458 Fifth Third Bancorp shares in Q1 2023, an estimated $894K.
Kula Investments first reported a position in Fifth Third Bancorp in Q4 2022 and held it in 1 quarter.
Kula Investments's Fifth Third Bancorp position peaked at $894K in Q4 2022.
820 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q1 2023.

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