Kula Investments’s State Street STT Stock Holding History

Kula Investments’s Portfolio STT Stock Details STT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$606K	Buy	+8,012	New	+$675K	0.15%	252

Other funds holding STT

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

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

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

Kula Investments's STT Position: Q1 2023 in Review

Kula Investments opened a new position in State Street (STT) in Q1 2023: 8,012 shares worth $606K. The stake represents 0.15% of the portfolio and ranks #252 among its holdings.

899 funds tracked by Wall St. Rank hold STT as of Q1 2023.

Kula Investments held 8,012 shares of State Street worth $606K as of Q1 2023.
State Street was a new Kula Investments position in Q1 2023.
State Street made up 0.15% of Kula Investments's portfolio in Q1 2023, its #252 holding.
899 funds tracked by Wall St. Rank held State Street as of Q1 2023.

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