Kula Investments’s PBF Energy PBF Stock Holding History

Kula Investments’s Portfolio PBF Stock Details PBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$1.47M	Buy	33,927 +20,145	+146%	+$848K	0.36%	43
2022 Q4	$562K	Buy	+13,782	New	+$573K	0.17%	177

Other funds holding PBF

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Kula Investments's PBF Position: Q1 2023 in Review

Kula Investments increased its PBF Energy (PBF) stake by 146% in Q1 2023, buying an estimated $848K and bringing the position to 33,927 shares worth $1.47M. The position accounts for 0.36% of the portfolio, ranked #43.

Kula Investments first reported a position in PBF in Q4 2022 and has held it in 2 quarters since. 370 funds tracked by Wall St. Rank hold PBF as of Q1 2023.

Kula Investments held 33,927 shares of PBF Energy worth $1.47M as of Q1 2023.
Kula Investments bought 20,145 PBF Energy shares in Q1 2023, an estimated $848K.
PBF Energy made up 0.36% of Kula Investments's portfolio in Q1 2023, its #43 holding.
Kula Investments first reported a position in PBF Energy in Q4 2022 and has held it in 2 quarters since.
370 funds tracked by Wall St. Rank held PBF Energy as of Q1 2023.

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