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Ahrens Investment Partners’s lululemon athletica LULU Stock Holding History

Ahrens Investment 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
Q1 		$131K Buy
+360
New +$113K 0.07% 189
2022
Q3 		– Sell
-435
Closed -$119K – 591
2022
Q2 		$119K Sell
435
-25
-5% -$8.01K 0.05% 207
2022
Q1 		$168K Sell
460
-740
-62% -$241K 0.05% 205
2021
Q4 		$470K Sell
1,200
-230
-16% -$98.3K 0.21% 103
2021
Q3 		$579K Sell
1,430
-80
-5% -$32K 0.28% 93
2021
Q2 		$551K Sell
1,510
-245
-14% -$80.7K 0.25% 106
2021
Q1 		$538K Sell
1,755
-115
-6% -$37.8K 0.27% 101
2020
Q4 		$651K Buy
1,870
+405
+28% +$141K 0.35% 71
2020
Q3 		$483K Sell
1,465
-910
-38% -$304K 0.32% 74
2020
Q2 		$741K Buy
2,375
+280
+13% +$71.6K 0.45% 53
2020
Q1 		$397K Sell
2,095
-1,850
-47% -$414K 0.29% 69
2019
Q4 		$914K Buy
+3,945
New +$841K 0.38% 59

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

Ahrens Investment Partners's LULU Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in lululemon athletica (LULU) in Q1 2023: 360 shares worth $131K. The stake represents 0.07% of the portfolio and ranks #189 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in LULU as recently as Q2 2022.

Ahrens Investment Partners first reported a position in LULU in Q4 2019 and has held it in 12 quarters since. The position peaked at $914K in Q4 2019. 1,060 funds tracked by Wall St. Rank hold LULU as of Q1 2023.

  • Ahrens Investment Partners held 360 shares of lululemon athletica worth $131K as of Q1 2023.
  • lululemon athletica was a new Ahrens Investment Partners position in Q1 2023.
  • lululemon athletica made up 0.07% of Ahrens Investment Partners's portfolio in Q1 2023, its #189 holding.
  • Ahrens Investment Partners first reported a position in lululemon athletica in Q4 2019 and has held it in 12 quarters since.
  • Ahrens Investment Partners's lululemon athletica position peaked at $914K in Q4 2019.
  • 1,060 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.