Kula Investments’s Sempra SRE Stock Holding History

Kula Investments’s Portfolio SRE Stock Details SRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$375K	Buy	+4,958	New	+$380K	0.09%	390

Other funds holding SRE

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Kula Investments's SRE Position: Q1 2023 in Review

Kula Investments opened a new position in Sempra (SRE) in Q1 2023: 4,958 shares worth $375K. The stake represents 0.09% of the portfolio and ranks #390 among its holdings.

981 funds tracked by Wall St. Rank hold SRE as of Q1 2023.

Kula Investments held 4,958 shares of Sempra worth $375K as of Q1 2023.
Sempra was a new Kula Investments position in Q1 2023.
Sempra made up 0.09% of Kula Investments's portfolio in Q1 2023, its #390 holding.
981 funds tracked by Wall St. Rank held Sempra as of Q1 2023.

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