Clear Perspective Advisors’s lululemon athletica LULU Stock Holding History

Clear Perspective 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
2021 Q4	$295K	Buy	753 +10	+1%	+$4.27K	0.09%	141
2021 Q3	$301K	Hold	743	–	–	0.1%	126
2021 Q2	$271K	Sell	743 -306	-29%	-$101K	0.09%	132
2021 Q1	$322K	Sell	1,049 -130	-11%	-$42.7K	0.13%	115
2020 Q4	$410K	Sell	1,179 -35	-3%	-$12.2K	0.17%	101
2020 Q3	$3.04K	Buy	1,214 +310	+34%	+$103K	1.43%	14
2020 Q2	$282K	Buy	+904	New	+$231K	0.15%	99
2018 Q3	–	Sell	-150	Closed	-$19K	–	312
2018 Q2	$19K	Buy	+150	New	+$16K	0.01%	317

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Clear Perspective Advisors's LULU Position: Q4 2021 in Review

Clear Perspective Advisors increased its lululemon athletica (LULU) stake by 1.3% in Q4 2021, buying an estimated $4.27K and bringing the position to 753 shares worth $295K. The position accounts for 0.09% of the portfolio, ranked #141.

Clear Perspective Advisors first reported a position in LULU in Q2 2018 and has held it in 8 quarters since. The position peaked at $410K in Q4 2020. 1,056 funds tracked by Wall St. Rank hold LULU as of Q4 2021.

Clear Perspective Advisors held 753 shares of lululemon athletica worth $295K as of Q4 2021.
Clear Perspective Advisors bought 10 lululemon athletica shares in Q4 2021, an estimated $4.27K.
lululemon athletica made up 0.09% of Clear Perspective Advisors's portfolio in Q4 2021, its #141 holding.
Clear Perspective Advisors first reported a position in lululemon athletica in Q2 2018 and has held it in 8 quarters since.
Clear Perspective Advisors's lululemon athletica position peaked at $410K in Q4 2020.
1,056 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.