Chesapeake Wealth Management’s lululemon athletica LULU Stock Holding History

Chesapeake 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 Q3	–	Sell	-1,089	Closed	-$297K	–	167
2022 Q2	$297K	Sell	1,089 -339	-24%	-$109K	0.13%	137
2022 Q1	$521K	Sell	1,428 -426	-23%	-$139K	0.19%	115
2021 Q4	$725K	Sell	1,854 -22	-1%	-$9.4K	0.24%	97
2021 Q3	$759K	Sell	1,876 -588	-24%	-$236K	0.27%	90
2021 Q2	$899K	Sell	2,464 -1,497	-38%	-$493K	0.29%	87
2021 Q1	$1.22M	Buy	3,961 +383	+11%	+$126K	0.41%	67
2020 Q4	$1.25M	Buy	3,578 +451	+14%	+$157K	0.42%	69
2020 Q3	$1.03M	Buy	3,127 +1,258	+67%	+$420K	0.38%	82
2020 Q2	$583K	Buy	+1,869	New	+$478K	0.23%	103

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 $145B AUM 34.61% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Chesapeake Wealth Management's LULU Position: Q3 2022 in Review

Chesapeake Wealth Management sold out of lululemon athletica (LULU) in Q3 2022, closing a stake of 1,089 shares — an estimated $297K sold.

Chesapeake Wealth Management first reported a position in LULU in Q2 2020 and held it in 9 quarters. The position peaked at $1.25M in Q4 2020. 976 funds tracked by Wall St. Rank hold LULU as of Q3 2022.

Chesapeake Wealth Management reported no remaining lululemon athletica position as of Q3 2022 after selling out during the quarter.
Chesapeake Wealth Management sold 1,089 lululemon athletica shares in Q3 2022, an estimated $297K.
Chesapeake Wealth Management first reported a position in lululemon athletica in Q2 2020 and held it in 9 quarters.
Chesapeake Wealth Management's lululemon athletica position peaked at $1.25M in Q4 2020.
976 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2022.

Based on Chesapeake Wealth Management's 13F filing for Q3 2022, filed 28 Oct 2022.