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American Portfolios Advisors’s lululemon athletica LULU Stock Holding History

American Portfolios Advisors’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
Q3 		$706K Sell
2,526
-76
-3% -$23.6K 0.03% 531
2022
Q2 		$709K Sell
2,602
-79
-3% -$25.3K 0.03% 535
2022
Q1 		$979K Sell
2,681
-1,892
-41% -$616K 0.03% 497
2021
Q4 		$1.79M Buy
4,573
+2,416
+112% +$1.03M 0.06% 312
2021
Q3 		$873K Buy
2,157
+206
+11% +$82.5K 0.03% 506
2021
Q2 		$712K Buy
1,951
+2
+0.1% +$659 0.03% 573
2021
Q1 		$598K Buy
1,949
+19
+1% +$6.24K 0.03% 582
2020
Q4 		$672K Sell
1,930
-157
-8% -$54.5K 0.03% 468
2020
Q3 		$687K Buy
2,087
+643
+45% +$215K 0.04% 404
2020
Q2 		$451K Buy
1,444
+261
+22% +$66.7K 0.03% 463
2020
Q1 		$224K Sell
1,183
-48
-4% -$10.7K 0.02% 608
2019
Q4 		$285K Buy
1,231
+380
+45% +$81K 0.02% 616
2019
Q3 		$164K Buy
851
+59
+7% +$11K 0.01% 781
2019
Q2 		$143K Buy
792
+347
+78% +$60.3K 0.01% 840
2019
Q1 		$72.9K Buy
445
+25
+6% +$3.65K 0.01% 1026
2018
Q4 		$51.1K Buy
420
+25
+6% +$3.35K 0.01% 995
2018
Q3 		$64.2K Hold
395
– – 0.01% 1000
2018
Q2 		$49.3K Hold
395
– – 0.01% 1076
2018
Q1 		$35.2K Buy
395
+25
+7% +$2K 0.01% 1175
2017
Q4 		$29.1K Buy
+370
New +$24.7K ﹤0.01% 1192

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 $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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 $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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

American Portfolios Advisors's LULU Position: Q3 2022 in Review

American Portfolios Advisors reduced its lululemon athletica (LULU) stake by 2.9% in Q3 2022, selling an estimated $23.6K and leaving 2,526 shares worth $706K. The position accounts for 0.03% of the portfolio, ranked #531.

American Portfolios Advisors first reported a position in LULU in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.79M in Q4 2021. 976 funds tracked by Wall St. Rank hold LULU as of Q3 2022.

  • American Portfolios Advisors held 2,526 shares of lululemon athletica worth $706K as of Q3 2022.
  • American Portfolios Advisors sold 76 lululemon athletica shares in Q3 2022, an estimated $23.6K.
  • lululemon athletica made up 0.03% of American Portfolios Advisors's portfolio in Q3 2022, its #531 holding.
  • American Portfolios Advisors first reported a position in lululemon athletica in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's lululemon athletica position peaked at $1.79M in Q4 2021.
  • 976 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.