Kula Investments’s New Fortress Energy NFE Stock Holding History

Kula Investments’s Portfolio NFE Stock Details NFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,734	Closed	-$201K	–	780
2022 Q4	$201K	Buy	+4,734	New	+$229K	0.06%	524

Other funds holding NFE

GMP

Great Mountain Partners New Haven, Connecticut $15.1M AUM 92.9% 1-Year Est. Return

FIG

Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kula Investments's NFE Position: Q1 2023 in Review

Kula Investments sold out of New Fortress Energy (NFE) in Q1 2023, closing a stake of 4,734 shares — an estimated $201K sold.

Kula Investments first reported a position in NFE in Q4 2022 and held it in 1 quarter. The position peaked at $201K in Q4 2022. 226 funds tracked by Wall St. Rank hold NFE as of Q1 2023.

Kula Investments reported no remaining New Fortress Energy position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 4,734 New Fortress Energy shares in Q1 2023, an estimated $201K.
Kula Investments first reported a position in New Fortress Energy in Q4 2022 and held it in 1 quarter.
Kula Investments's New Fortress Energy position peaked at $201K in Q4 2022.
226 funds tracked by Wall St. Rank held New Fortress Energy as of Q1 2023.

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