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Advisor OS’s lululemon athletica LULU Stock Holding History

Advisor OS’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
Q1 		– Sell
-636
Closed -$204K – 245
2022
Q4 		$204K Sell
636
-172
-21% -$56.6K 0.05% 207
2022
Q3 		$226K Sell
808
-1
-0.1% -$310 0.07% 181
2022
Q2 		$221K Sell
809
-69
-8% -$22.1K 0.06% 195
2022
Q1 		$321K Sell
878
-1,711
-66% -$557K 0.09% 171
2021
Q4 		$1.01M Buy
2,589
+546
+27% +$233K 0.21% 110
2021
Q3 		$825K Sell
2,043
-17
-0.8% -$6.81K 0.18% 107
2021
Q2 		$753K Buy
2,060
+362
+21% +$119K 0.16% 108
2021
Q1 		$520K Buy
1,698
+379
+29% +$124K 0.12% 118
2020
Q4 		$460K Buy
1,319
+94
+8% +$32.6K 0.12% 88
2020
Q3 		$404K Sell
1,225
-738
-38% -$246K 0.17% 64
2020
Q2 		$612K Buy
+1,963
New +$502K 0.36% 58

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor OS's LULU Position: Q1 2023 in Review

Advisor OS sold out of lululemon athletica (LULU) in Q1 2023, closing a stake of 636 shares — an estimated $204K sold.

Advisor OS first reported a position in LULU in Q2 2020 and held it in 11 quarters. The position peaked at $1.01M in Q4 2021. 1,060 funds tracked by Wall St. Rank hold LULU as of Q1 2023.

  • Advisor OS reported no remaining lululemon athletica position as of Q1 2023 after selling out during the quarter.
  • Advisor OS sold 636 lululemon athletica shares in Q1 2023, an estimated $204K.
  • Advisor OS first reported a position in lululemon athletica in Q2 2020 and held it in 11 quarters.
  • Advisor OS's lululemon athletica position peaked at $1.01M in Q4 2021.
  • 1,060 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2023.

Based on Advisor OS's 13F filing for Q1 2023, filed 25 Apr 2023.