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Axim Planning & Wealth’s lululemon athletica LULU Stock Holding History

Axim Planning & Wealth’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
-25
Closed -$7K – 114
2022
Q3 		$7K Hold
25
– – 0.01% 126
2022
Q2 		$7K Buy
+25
New +$8.01K 0.01% 105

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
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
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

Axim Planning & Wealth's LULU Position: Q4 2022 in Review

Axim Planning & Wealth sold out of lululemon athletica (LULU) in Q4 2022, closing a stake of 25 shares — an estimated $7K sold.

Axim Planning & Wealth first reported a position in LULU in Q2 2022 and held it in 2 quarters. The position peaked at $7K in Q3 2022. 1,061 funds tracked by Wall St. Rank hold LULU as of Q4 2022.

  • Axim Planning & Wealth reported no remaining lululemon athletica position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 25 lululemon athletica shares in Q4 2022, an estimated $7K.
  • Axim Planning & Wealth first reported a position in lululemon athletica in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's lululemon athletica position peaked at $7K in Q3 2022.
  • 1,061 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.