BA
LULU icon

Bellwether Advisors’s lululemon athletica LULU Stock Holding History

Bellwether 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 		– Sell
-58
Closed -$15K – 492
2022
Q2 		$15K Sell
58
-6
-9% -$1.92K ﹤0.01% 229
2022
Q1 		$23K Sell
64
-4,435
-99% -$1.44M 0.01% 244
2021
Q4 		$1.76M Buy
4,499
+4,495
+112,375% +$1.92M 0.55% 37
2021
Q3 		$1K Hold
4
– – ﹤0.01% 510
2021
Q2 		$1K Hold
4
– – ﹤0.01% 404
2021
Q1 		$1K Buy
+4
New +$1.31K ﹤0.01% 380

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

Bellwether Advisors's LULU Position: Q3 2022 in Review

Bellwether Advisors sold out of lululemon athletica (LULU) in Q3 2022, closing a stake of 58 shares — an estimated $15K sold.

Bellwether Advisors first reported a position in LULU in Q1 2021 and held it in 6 quarters. The position peaked at $1.76M in Q4 2021. 976 funds tracked by Wall St. Rank hold LULU as of Q3 2022.

  • Bellwether Advisors reported no remaining lululemon athletica position as of Q3 2022 after selling out during the quarter.
  • Bellwether Advisors sold 58 lululemon athletica shares in Q3 2022, an estimated $15K.
  • Bellwether Advisors first reported a position in lululemon athletica in Q1 2021 and held it in 6 quarters.
  • Bellwether Advisors's lululemon athletica position peaked at $1.76M in Q4 2021.
  • 976 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2022.

Based on Bellwether Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.