Clearview Wealth Advisors’s lululemon athletica LULU Stock Holding History

Clearview 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 Q3	–	Sell	-3	Closed	-$1.14K	–	402
2023 Q2	$1.14K	Hold	3	–	–	﹤0.01%	592
2023 Q1	$1.09K	Hold	3	–	–	﹤0.01%	575
2022 Q4	$961	Hold	3	–	–	﹤0.01%	531
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	536
2022 Q2	$1K	Sell	3 -5	-63%	-$1.6K	﹤0.01%	540
2022 Q1	$3K	Sell	8 -4	-33%	-$1.3K	﹤0.01%	495
2021 Q4	$5K	Buy	12 +5	+71%	+$2.14K	﹤0.01%	492
2021 Q3	$3K	Hold	7	–	–	﹤0.01%	550
2021 Q2	$3K	Hold	7	–	–	﹤0.01%	548
2021 Q1	$2K	Buy	7 +4	+133%	+$1.31K	﹤0.01%	551
2020 Q4	$1K	Buy	+3	New	+$1.04K	﹤0.01%	548

Other funds holding LULU

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

BlackRock New York $5.72T 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Clearview Wealth Advisors's LULU Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of lululemon athletica (LULU) in Q3 2023, closing a stake of 3 shares — an estimated $1.14K sold.

Clearview Wealth Advisors first reported a position in LULU in Q4 2020 and held it in 11 quarters. The position peaked at $5K in Q4 2021. 1,085 funds tracked by Wall St. Rank hold LULU as of Q3 2023.

Clearview Wealth Advisors reported no remaining lululemon athletica position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 3 lululemon athletica shares in Q3 2023, an estimated $1.14K.
Clearview Wealth Advisors first reported a position in lululemon athletica in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's lululemon athletica position peaked at $5K in Q4 2021.
1,085 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.