Cathie Wood
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Cathie Wood’s lululemon athletica LULU Stock Holding History

Cathie Wood’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 		– Sell
-469
Closed -$137K – 300
2022
Q2 		$137K Sell
469
-22
-4% -$7.05K ﹤0.01% 309
2022
Q1 		$179K Sell
491
-8
-2% -$2.6K ﹤0.01% 318
2021
Q4 		$195K Buy
+499
New +$213K ﹤0.01% 328

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Cathie Wood's LULU Position: Q3 2022 in Review

Cathie Wood sold out of lululemon athletica (LULU) in Q3 2022, closing a stake of 469 shares — an estimated $137K sold.

Cathie Wood first reported a position in LULU in Q4 2021 and held it in 3 quarters. The position peaked at $195K in Q4 2021. 977 funds tracked by Wall St. Rank hold LULU as of Q3 2022.

  • Cathie Wood reported no remaining lululemon athletica position as of Q3 2022 after selling out during the quarter.
  • Cathie Wood sold 469 lululemon athletica shares in Q3 2022, an estimated $137K.
  • Cathie Wood first reported a position in lululemon athletica in Q4 2021 and held it in 3 quarters.
  • Cathie Wood's lululemon athletica position peaked at $195K in Q4 2021.
  • 977 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2022.

Based on ARK Investment Management's 13F filing for Q3 2022, filed 17 Oct 2022.