Kula Investments’s AT&T T Stock Holding History

Kula Investments’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$531K	Buy	27,565 +12,218	+80%	+$234K	0.13%	287
2022 Q4	$268K	Buy	+15,347	New	+$275K	0.08%	428

Other funds holding T

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Kula Investments's T Position: Q1 2023 in Review

Kula Investments increased its AT&T (T) stake by 80% in Q1 2023, buying an estimated $234K and bringing the position to 27,565 shares worth $531K. The position accounts for 0.13% of the portfolio, ranked #287.

Kula Investments first reported a position in T in Q4 2022 and has held it in 2 quarters since. 2,393 funds tracked by Wall St. Rank hold T as of Q1 2023.

Kula Investments held 27,565 shares of AT&T worth $531K as of Q1 2023.
Kula Investments bought 12,218 AT&T shares in Q1 2023, an estimated $234K.
AT&T made up 0.13% of Kula Investments's portfolio in Q1 2023, its #287 holding.
Kula Investments first reported a position in AT&T in Q4 2022 and has held it in 2 quarters since.
2,393 funds tracked by Wall St. Rank held AT&T as of Q1 2023.

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