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Brightworth’s lululemon athletica LULU Stock Holding History

Brightworth’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 		$559K Hold
2,000
– – 0.06% 89
2022
Q2 		$545K Hold
2,000
– – 0.06% 90
2022
Q1 		$730K Buy
+2,000
New +$651K 0.07% 79

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

Brightworth's LULU Position: Q3 2022 in Review

Brightworth held its lululemon athletica (LULU) position steady in Q3 2022 at 2,000 shares worth $559K. The position accounts for 0.06% of the portfolio, ranked #89.

Brightworth first reported a position in LULU in Q1 2022 and has held it in 3 quarters since. The position peaked at $730K in Q1 2022. 976 funds tracked by Wall St. Rank hold LULU as of Q3 2022.

  • Brightworth held 2,000 shares of lululemon athletica worth $559K as of Q3 2022.
  • Brightworth left its lululemon athletica share count unchanged in Q3 2022.
  • lululemon athletica made up 0.06% of Brightworth's portfolio in Q3 2022, its #89 holding.
  • Brightworth first reported a position in lululemon athletica in Q1 2022 and has held it in 3 quarters since.
  • Brightworth's lululemon athletica position peaked at $730K in Q1 2022.
  • 976 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2022.

Based on Brightworth's 13F filing for Q3 2022, filed 28 Oct 2022.