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Beck Capital Management’s lululemon athletica LULU Stock Holding History

Beck Capital 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
Q1 		– Sell
-3,318
Closed -$1.3M – 166
2021
Q4 		$1.3M Sell
3,318
-125
-4% -$53.4K 0.4% 90
2021
Q3 		$1.39M Buy
3,443
+1,562
+83% +$626K 0.47% 81
2021
Q2 		$687K Sell
1,881
-57
-3% -$18.8K 0.23% 106
2021
Q1 		$594K Sell
1,938
-116
-6% -$38.1K 0.22% 87
2020
Q4 		$715K Sell
2,054
-53
-3% -$18.4K 0.3% 74
2020
Q3 		$694K Sell
2,107
-372
-15% -$124K 0.39% 51
2020
Q2 		$773K Buy
2,479
+186
+8% +$47.6K 0.39% 59
2020
Q1 		$435K Sell
2,293
-22
-1% -$4.92K 0.4% 48
2019
Q4 		$536K Buy
2,315
+54
+2% +$11.5K 0.26% 70
2019
Q3 		$435K Buy
2,261
+445
+25% +$83.2K 0.24% 67
2019
Q2 		$327K Sell
1,816
-44
-2% -$7.64K 0.17% 78
2019
Q1 		$305K Sell
1,860
-30
-2% -$4.38K 0.15% 84
2018
Q4 		$230K Sell
1,890
-1,000
-35% -$134K 0.2% 61
2018
Q3 		$470K Buy
2,890
+113
+4% +$15.5K 0.2% 76
2018
Q2 		$347K Buy
+2,777
New +$296K 0.17% 73
2014
Q2 		– Sell
-18,535
Closed -$982K – 164
2014
Q1 		$982K Buy
+18,535
New +$925K 0.75% 46

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beck Capital Management's LULU Position: Q1 2022 in Review

Beck Capital Management sold out of lululemon athletica (LULU) in Q1 2022, closing a stake of 3,318 shares — an estimated $1.3M sold.

Beck Capital Management first reported a position in LULU in Q1 2014 and held it in 16 quarters. The position peaked at $1.39M in Q3 2021. 975 funds tracked by Wall St. Rank hold LULU as of Q1 2022.

  • Beck Capital Management reported no remaining lululemon athletica position as of Q1 2022 after selling out during the quarter.
  • Beck Capital Management sold 3,318 lululemon athletica shares in Q1 2022, an estimated $1.3M.
  • Beck Capital Management first reported a position in lululemon athletica in Q1 2014 and held it in 16 quarters.
  • Beck Capital Management's lululemon athletica position peaked at $1.39M in Q3 2021.
  • 975 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2022.

Based on Beck Capital Management's 13F filing for Q1 2022, filed 13 May 2022.