Kula Investments’s Cheniere Energy LNG Stock Holding History

Kula Investments’s Portfolio LNG Stock Details LNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$948K	Sell	6,018 -137	-2%	-$20.7K	0.23%	141
2022 Q4	$923K	Buy	+6,155	New	+$1.03M	0.27%	67

Other funds holding LNG

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

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

Kula Investments's LNG Position: Q1 2023 in Review

Kula Investments reduced its Cheniere Energy (LNG) stake by 2.2% in Q1 2023, selling an estimated $20.7K and leaving 6,018 shares worth $948K. The position accounts for 0.23% of the portfolio, ranked #141.

Kula Investments first reported a position in LNG in Q4 2022 and has held it in 2 quarters since. 910 funds tracked by Wall St. Rank hold LNG as of Q1 2023.

Kula Investments held 6,018 shares of Cheniere Energy worth $948K as of Q1 2023.
Kula Investments sold 137 Cheniere Energy shares in Q1 2023, an estimated $20.7K.
Cheniere Energy made up 0.23% of Kula Investments's portfolio in Q1 2023, its #141 holding.
Kula Investments first reported a position in Cheniere Energy in Q4 2022 and has held it in 2 quarters since.
910 funds tracked by Wall St. Rank held Cheniere Energy as of Q1 2023.

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