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Bridgecreek Investment Management’s lululemon athletica LULU Stock Holding History

Bridgecreek Investment 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
Q4 		– Sell
-2,260
Closed -$632K – 109
2022
Q3 		$632K Sell
2,260
-30
-1% -$9.3K 0.14% 74
2022
Q2 		$624K Buy
+2,290
New +$734K 0.13% 76
2017
Q1 		– Sell
-6,300
Closed -$409K – 110
2016
Q4 		$409K Buy
6,300
+500
+9% +$29.8K 0.12% 80
2016
Q3 		$354K Sell
5,800
-13,600
-70% -$1M 0.11% 81
2016
Q2 		$1.43M Buy
19,400
+65
+0.3% +$4.31K 0.44% 61
2016
Q1 		$1.31M Buy
+19,335
New +$1.16M 0.42% 62

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Bridgecreek Investment Management's LULU Position: Q4 2022 in Review

Bridgecreek Investment Management sold out of lululemon athletica (LULU) in Q4 2022, closing a stake of 2,260 shares — an estimated $632K sold.

Bridgecreek Investment Management first reported a position in LULU in Q1 2016 and held it in 6 quarters. The position peaked at $1.43M in Q2 2016. 1,060 funds tracked by Wall St. Rank hold LULU as of Q4 2022.

  • Bridgecreek Investment Management reported no remaining lululemon athletica position as of Q4 2022 after selling out during the quarter.
  • Bridgecreek Investment Management sold 2,260 lululemon athletica shares in Q4 2022, an estimated $632K.
  • Bridgecreek Investment Management first reported a position in lululemon athletica in Q1 2016 and held it in 6 quarters.
  • Bridgecreek Investment Management's lululemon athletica position peaked at $1.43M in Q2 2016.
  • 1,060 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2022.

Based on Bridgecreek Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.