Burleson & Co’s lululemon athletica LULU Stock Holding History

Burleson & Co’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	$9.61K	Sell	30 -1	-3%	-$329	﹤0.01%	273
2022 Q3	$9K	Hold	31	–	–	﹤0.01%	287
2022 Q2	$8K	Sell	31 -13	-30%	-$4.17K	﹤0.01%	279
2022 Q1	$16K	Sell	44 -1	-2%	-$325	﹤0.01%	246
2021 Q4	$18K	Hold	45	–	–	﹤0.01%	236
2021 Q3	$18K	Sell	45 -17	-27%	-$6.81K	﹤0.01%	233
2021 Q2	$23K	Buy	62 +9	+17%	+$2.96K	﹤0.01%	231
2021 Q1	$16K	Sell	53 -13,069	-100%	-$4.29M	﹤0.01%	236
2020 Q4	$4.57M	Sell	13,122 -2,746	-17%	-$954K	0.79%	24
2020 Q3	$5.46M	Buy	15,868 +11,440	+258%	+$3.82M	1.03%	22
2020 Q2	$1.51M	Buy	+4,428	New	+$1.13M	0.33%	59

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Burleson & Co's LULU Position: Q4 2022 in Review

Burleson & Co reduced its lululemon athletica (LULU) stake by 3.2% in Q4 2022, selling an estimated $329 and leaving 30 shares worth $9.61K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Burleson & Co first reported a position in LULU in Q2 2020 and has held it in 11 quarters since. The position peaked at $5.46M in Q3 2020. 1,062 funds tracked by Wall St. Rank hold LULU as of Q4 2022.

Burleson & Co held 30 shares of lululemon athletica worth $9.61K as of Q4 2022.
Burleson & Co sold 1 lululemon athletica share in Q4 2022, an estimated $329.
lululemon athletica made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #273 holding.
Burleson & Co first reported a position in lululemon athletica in Q2 2020 and has held it in 11 quarters since.
Burleson & Co's lululemon athletica position peaked at $5.46M in Q3 2020.
1,062 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.