KCPG
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Kavar Capital Partners Group’s lululemon athletica LULU Stock Holding History

Kavar Capital Partners Group’s Portfolio LULU Stock Details LULU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-60
Closed -$11K – 319
2019
Q2 		$11K Buy
+60
New +$10.4K ﹤0.01% 357
2018
Q3 		– Sell
-75
Closed -$9K – 270
2018
Q2 		$9K Hold
75
– – ﹤0.01% 327
2018
Q1 		$7K Buy
+75
New +$6K ﹤0.01% 346
2016
Q1 		– Sell
-75
Closed -$2K – 257
2015
Q4 		$2K Hold
75
– – ﹤0.01% 356
2015
Q3 		$2K Hold
75
– – ﹤0.01% 356
2015
Q2 		$2K Buy
+75
New +$4.88K ﹤0.01% 388
2014
Q2 		– Sell
-3,175
Closed -$166K – 308
2014
Q1 		$166K Buy
3,175
+900
+40% +$44.9K 0.14% 135
2013
Q4 		$134K Buy
+2,275
New +$156K 0.12% 133

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Jennison Associates
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BlackRock
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return