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BMS Financial Advisors’s lululemon athletica LULU Stock Holding History

BMS Financial 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
Q1 		– Sell
-1,023
Closed -$400K – 108
2021
Q4 		$400K Buy
+1,023
New +$437K 0.25% 74

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

BMS Financial Advisors's LULU Position: Q1 2022 in Review

BMS Financial Advisors sold out of lululemon athletica (LULU) in Q1 2022, closing a stake of 1,023 shares — an estimated $400K sold.

BMS Financial Advisors first reported a position in LULU in Q4 2021 and held it in 1 quarter. The position peaked at $400K in Q4 2021. 975 funds tracked by Wall St. Rank hold LULU as of Q1 2022.

  • BMS Financial Advisors reported no remaining lululemon athletica position as of Q1 2022 after selling out during the quarter.
  • BMS Financial Advisors sold 1,023 lululemon athletica shares in Q1 2022, an estimated $400K.
  • BMS Financial Advisors first reported a position in lululemon athletica in Q4 2021 and held it in 1 quarter.
  • BMS Financial Advisors's lululemon athletica position peaked at $400K in Q4 2021.
  • 975 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2022.

Based on BMS Financial Advisors's 13F filing for Q1 2022, filed 11 May 2022.