Baldrige Asset Management’s lululemon athletica LULU Stock Holding History

Baldrige Asset Management’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 Q2	–	Sell	-25	Closed	-$9K	–	315
2022 Q1	$9K	Hold	25	–	–	﹤0.01%	265
2021 Q4	$10K	Hold	25	–	–	﹤0.01%	270
2021 Q3	$10K	Hold	25	–	–	﹤0.01%	279
2021 Q2	$9K	Buy	+25	New	+$8.23K	﹤0.01%	296

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baldrige Asset Management's LULU Position: Q2 2022 in Review

Baldrige Asset Management sold out of lululemon athletica (LULU) in Q2 2022, closing a stake of 25 shares — an estimated $9K sold.

Baldrige Asset Management first reported a position in LULU in Q2 2021 and held it in 4 quarters. The position peaked at $10K in Q4 2021. 972 funds tracked by Wall St. Rank hold LULU as of Q2 2022.

Baldrige Asset Management reported no remaining lululemon athletica position as of Q2 2022 after selling out during the quarter.
Baldrige Asset Management sold 25 lululemon athletica shares in Q2 2022, an estimated $9K.
Baldrige Asset Management first reported a position in lululemon athletica in Q2 2021 and held it in 4 quarters.
Baldrige Asset Management's lululemon athletica position peaked at $10K in Q4 2021.
972 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2022.

Based on Baldrige Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.