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Castle Wealth Management’s lululemon athletica LULU Stock Holding History

Castle Wealth 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
-27
Closed -$8K – 395
2022
Q3 		$8K Hold
27
– – ﹤0.01% 448
2022
Q2 		$7K Buy
+27
New +$8.65K ﹤0.01% 452

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
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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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

Castle Wealth Management's LULU Position: Q4 2022 in Review

Castle Wealth Management sold out of lululemon athletica (LULU) in Q4 2022, closing a stake of 27 shares — an estimated $8K sold.

Castle Wealth Management first reported a position in LULU in Q2 2022 and held it in 2 quarters. The position peaked at $8K in Q3 2022. 1,061 funds tracked by Wall St. Rank hold LULU as of Q4 2022.

  • Castle Wealth Management reported no remaining lululemon athletica position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 27 lululemon athletica shares in Q4 2022, an estimated $8K.
  • Castle Wealth Management first reported a position in lululemon athletica in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's lululemon athletica position peaked at $8K in Q3 2022.
  • 1,061 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.