Kiwi Wealth Investments Limited Partnership’s Stride LRN Stock Holding History

Kiwi Wealth Investments Limited Partnership’s Portfolio LRN Stock Details LRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-27,432	Closed	-$1.02M	–	134
2023 Q2	$1.02M	Hold	27,432	–	–	0.06%	165
2023 Q1	$1.08M	Sell	27,432 -30,335	-53%	-$1.19M	0.07%	147
2022 Q4	$1.81M	Sell	57,767 -123	-0.2%	-$4.52K	0.12%	146
2022 Q3	$2.36M	Hold	57,890	–	–	0.16%	135
2022 Q2	$2.36M	Sell	57,890 -760	-1%	-$28.1K	0.16%	135
2022 Q1	$2.13M	Hold	58,650	–	–	0.12%	165
2021 Q4	$1.96M	Buy	+58,650	New	+$2.02M	0.09%	177

Other funds holding LRN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Kiwi Wealth Investments Limited Partnership's LRN Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Stride (LRN) in Q3 2023, closing a stake of 27,432 shares — an estimated $1.02M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in LRN in Q4 2021 and held it in 7 quarters. The position peaked at $2.36M in Q3 2022. 251 funds tracked by Wall St. Rank hold LRN as of Q3 2023.

Kiwi Wealth Investments Limited Partnership reported no remaining Stride position as of Q3 2023 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 27,432 Stride shares in Q3 2023, an estimated $1.02M.
Kiwi Wealth Investments Limited Partnership first reported a position in Stride in Q4 2021 and held it in 7 quarters.
Kiwi Wealth Investments Limited Partnership's Stride position peaked at $2.36M in Q3 2022.
251 funds tracked by Wall St. Rank held Stride as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.