Cascade Investment Advisors’s lululemon athletica LULU Stock Holding History

Cascade Investment 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
2023 Q2	–	Sell	-55	Closed	-$20K	–	168
2023 Q1	$20K	Buy	+55	New	+$17.2K	0.02%	187
2022 Q3	–	Sell	-55	Closed	-$15K	–	167
2022 Q2	$15K	Hold	55	–	–	0.01%	201
2022 Q1	$20.1K	Sell	55 -10	-15%	-$3.25K	0.01%	210
2021 Q4	$25.4K	Hold	65	–	–	0.01%	199
2021 Q3	$26.3K	Hold	65	–	–	0.02%	193
2021 Q2	$23.7K	Hold	65	–	–	0.01%	201
2021 Q1	$19.9K	Hold	65	–	–	0.01%	204
2020 Q4	$22.6K	Hold	65	–	–	0.02%	197
2020 Q3	$21.4K	Hold	65	–	–	0.02%	190
2020 Q2	$20.3K	Hold	65	–	–	0.02%	183
2020 Q1	$12.3K	Sell	65 -10	-13%	-$2.24K	0.01%	195
2019 Q4	$17.4K	Hold	75	–	–	0.01%	196
2019 Q3	$14.4K	Hold	75	–	–	0.01%	210
2019 Q2	$13.5K	Hold	75	–	–	0.01%	199
2019 Q1	$12.3K	Hold	75	–	–	0.01%	191
2018 Q4	$9.12K	Sell	75 -10	-12%	-$1.34K	0.01%	203
2018 Q3	$13.8K	Buy	+85	New	+$11.7K	0.01%	172
2018 Q2	–	Sell	-100	Closed	-$8.91K	–	212
2018 Q1	$8.91K	Buy	+100	New	+$8K	0.01%	186
2017 Q2	–	Sell	-100	Closed	-$5.19K	–	187
2017 Q1	$5.19K	Sell	100 -100	-50%	-$6.58K	﹤0.01%	155
2016 Q4	$13K	Buy	+200	New	+$11.9K	0.01%	146

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cascade Investment Advisors's LULU Position: Q2 2023 in Review

Cascade Investment Advisors sold out of lululemon athletica (LULU) in Q2 2023, closing a stake of 55 shares — an estimated $20K sold.

Cascade Investment Advisors first reported a position in LULU in Q4 2016 and held it in 20 quarters. The position peaked at $26.3K in Q3 2021. 1,084 funds tracked by Wall St. Rank hold LULU as of Q2 2023.

Cascade Investment Advisors reported no remaining lululemon athletica position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 55 lululemon athletica shares in Q2 2023, an estimated $20K.
Cascade Investment Advisors first reported a position in lululemon athletica in Q4 2016 and held it in 20 quarters.
Cascade Investment Advisors's lululemon athletica position peaked at $26.3K in Q3 2021.
1,084 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.