KI
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Kula Investments’s Liberty Energy LBRT Stock Holding History

Kula Investments’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$265K Buy
+20,652
New +$306K 0.07% 494

Other funds holding LBRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kula Investments's LBRT Position: Q1 2023 in Review

Kula Investments opened a new position in Liberty Energy (LBRT) in Q1 2023: 20,652 shares worth $265K. The stake represents 0.07% of the portfolio and ranks #494 among its holdings.

258 funds tracked by Wall St. Rank hold LBRT as of Q1 2023.

  • Kula Investments held 20,652 shares of Liberty Energy worth $265K as of Q1 2023.
  • Liberty Energy was a new Kula Investments position in Q1 2023.
  • Liberty Energy made up 0.07% of Kula Investments's portfolio in Q1 2023, its #494 holding.
  • 258 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2023.

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