Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CPWA
Cerro Pacific Wealth Advisors’s
lululemon athletica
LULU
Stock Holding History
Cerro Pacific Wealth 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
Q1
–
Sell
-1,360
Closed
-$436K
–
156
2022
Q4
$436K
Sell
1,360
-253
-16%
-$83.2K
0.23%
103
2022
Q3
$451K
Sell
1,613
-96
-6%
-$29.8K
0.27%
92
2022
Q2
$466K
Sell
1,709
-224
-12%
-$71.8K
0.29%
93
2022
Q1
$706K
Buy
1,933
+65
+3%
+$21.2K
0.43%
74
2021
Q4
$731K
Buy
1,868
+143
+8%
+$61.1K
0.46%
68
2021
Q3
$698K
Buy
1,725
+732
+74%
+$293K
0.5%
62
2021
Q2
$362K
Buy
+993
New
+$327K
0.27%
101
Other funds holding LULU
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Jennison Associates
New York
$145B AUM
34.61%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Edgewood Management
Greenwich, Connecticut
$15.5B AUM
9.67%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Viking Global Investors
Stamford, Connecticut
$35.7B AUM
21.3%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close