KFP
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KMG Fiduciary Partners’s lululemon athletica LULU Stock Holding History

KMG Fiduciary 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
2026
Q2 		$1.35M Buy
+11,828
New +$1.58M 0.13% 110
2025
Q1 		– Sell
-770
Closed -$294K – 288
2024
Q4 		$294K Sell
770
-6,664
-90% -$2.18M 0.02% 243
2024
Q3 		$2.02M Buy
7,434
+741
+11% +$197K 0.17% 120
2024
Q2 		$2M Buy
6,693
+319
+5% +$107K 0.2% 100
2024
Q1 		$2.49M Sell
6,374
-1,816
-22% -$839K 0.26% 88
2023
Q4 		$4.19M Buy
8,190
+322
+4% +$139K 0.49% 55
2023
Q3 		$3.03M Buy
7,868
+398
+5% +$152K 0.4% 66
2023
Q2 		$2.83M Buy
7,470
+454
+6% +$168K 0.37% 70
2023
Q1 		$2.56M Buy
7,016
+6,055
+630% +$1.9M 0.37% 75
2022
Q4 		$308K Buy
961
+2
+0.2% +$658 0.05% 200
2022
Q3 		$268K Buy
959
+14
+1% +$4.34K 0.05% 172
2022
Q2 		$258K Buy
+945
New +$303K 0.05% 182
2020
Q1 		– Sell
-4,009
Closed -$929K – 141
2019
Q4 		$929K Buy
+4,009
New +$854K 0.28% 63

Other funds holding LULU

RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return