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Kiwi Wealth Investments Limited Partnership’s lululemon athletica LULU Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2022
Q4 		– Sell
-32,976
Closed -$8.99M – 241
2022
Q3 		$8.99M Hold
32,976
– – 0.62% 39
2022
Q2 		$8.99M Buy
32,976
+11,043
+50% +$3.54M 0.62% 39
2022
Q1 		$8.01M Buy
21,933
+8,735
+66% +$2.84M 0.43% 65
2021
Q4 		$5.17M Buy
13,198
+1,586
+14% +$678K 0.24% 116
2021
Q3 		$4.7M Sell
11,612
-14,495
-56% -$5.81M 0.24% 125
2021
Q2 		$9.53M Buy
26,107
+2,058
+9% +$678K 0.49% 58
2021
Q1 		$7.38M Sell
24,049
-4,571
-16% -$1.5M 0.43% 65
2020
Q4 		$9.96M Buy
28,620
+906
+3% +$315K 0.59% 46
2020
Q3 		$9.13M Buy
27,714
+24,285
+708% +$8.1M 0.64% 44
2020
Q2 		$1.07M Sell
3,429
-590
-15% -$151K 0.09% 182
2020
Q1 		$762K Sell
4,019
-21,850
-84% -$4.89M 0.08% 154
2019
Q4 		$5.99M Sell
25,869
-11,376
-31% -$2.42M 0.44% 60
2019
Q3 		$7.17M Buy
37,245
+890
+2% +$166K 0.58% 49
2019
Q2 		$6.55M Sell
36,355
-7,193
-17% -$1.25M 0.57% 50
2019
Q1 		$7.14M Sell
43,548
-713
-2% -$104K 0.65% 47
2018
Q4 		$5.38M Buy
+44,261
New +$5.93M 0.56% 57
2015
Q4 		– Sell
-150,827
Closed -$7.64M – 115
2015
Q3 		$7.64M Buy
+150,827
New +$9.19M 0.9% 40

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's LULU Position: Q4 2022 in Review

Kiwi Wealth Investments Limited Partnership sold out of lululemon athletica (LULU) in Q4 2022, closing a stake of 32,976 shares — an estimated $8.99M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in LULU in Q3 2015 and held it in 17 quarters. The position peaked at $9.96M in Q4 2020. 1,062 funds tracked by Wall St. Rank hold LULU as of Q4 2022.

  • Kiwi Wealth Investments Limited Partnership reported no remaining lululemon athletica position as of Q4 2022 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 32,976 lululemon athletica shares in Q4 2022, an estimated $8.99M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in lululemon athletica in Q3 2015 and held it in 17 quarters.
  • Kiwi Wealth Investments Limited Partnership's lululemon athletica position peaked at $9.96M in Q4 2020.
  • 1,062 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2022.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2022, filed 15 Feb 2023.