KB Financial Partners’s lululemon athletica LULU Stock Holding History

KB Financial Partners’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
2023 Q3	$115K	Sell	297 -33	-10%	-$12.6K	0.03%	185
2023 Q2	$125K	Sell	330 -1,207	-79%	-$445K	0.03%	189
2023 Q1	$560K	Sell	1,537 -10	-0.6%	-$3.13K	0.16%	77
2022 Q4	$496K	Buy	1,547 +36	+2%	+$11.8K	0.17%	81
2022 Q3	$422K	Buy	1,511 +115	+8%	+$35.7K	0.15%	93
2022 Q2	$381K	Buy	1,396 +27	+2%	+$8.65K	0.13%	98
2022 Q1	$500K	Buy	1,369 +161	+13%	+$52.4K	0.14%	82
2021 Q4	$473K	Sell	1,208 -79	-6%	-$33.8K	0.14%	81
2021 Q3	$521K	Buy	1,287 +12	+0.9%	+$4.81K	0.19%	58
2021 Q2	$465K	Sell	1,275 -9	-0.7%	-$2.96K	0.18%	58
2021 Q1	$394K	Buy	+1,284	New	+$422K	0.17%	55

Other funds holding LULU

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

KB Financial Partners's LULU Position: Q3 2023 in Review

KB Financial Partners reduced its lululemon athletica (LULU) stake by 10% in Q3 2023, selling an estimated $12.6K and leaving 297 shares worth $115K. The position accounts for 0.03% of the portfolio, ranked #185.

KB Financial Partners first reported a position in LULU in Q1 2021 and has held it in 11 quarters since. The position peaked at $560K in Q1 2023. 1,085 funds tracked by Wall St. Rank hold LULU as of Q3 2023.

KB Financial Partners held 297 shares of lululemon athletica worth $115K as of Q3 2023.
KB Financial Partners sold 33 lululemon athletica shares in Q3 2023, an estimated $12.6K.
lululemon athletica made up 0.03% of KB Financial Partners's portfolio in Q3 2023, its #185 holding.
KB Financial Partners first reported a position in lululemon athletica in Q1 2021 and has held it in 11 quarters since.
KB Financial Partners's lululemon athletica position peaked at $560K in Q1 2023.
1,085 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.