Cordasco Financial Network’s lululemon athletica LULU Stock Holding History

Cordasco Financial Network’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 Q2	$68K	Hold	250	–	–	0.05%	159
2022 Q1	$91K	Hold	250	–	–	0.06%	143
2021 Q4	$98K	Hold	250	–	–	0.06%	135
2021 Q3	$101K	Hold	250	–	–	0.07%	130
2021 Q2	$91K	Hold	250	–	–	0.06%	136
2021 Q1	$77K	Buy	250 +225	+900%	+$73.9K	0.06%	133
2020 Q4	$9K	Sell	25 -225	-90%	-$78.1K	0.01%	337
2020 Q3	$82K	Hold	250	–	–	0.07%	125
2020 Q2	$78K	Hold	250	–	–	0.07%	121
2020 Q1	$47K	Buy	250 +50	+25%	+$11.2K	0.05%	133
2019 Q4	$46K	Hold	200	–	–	0.04%	148
2019 Q3	$39K	Hold	200	–	–	0.04%	161
2019 Q2	$36K	Buy	+200	New	+$34.7K	0.04%	164

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cordasco Financial Network's LULU Position: Q2 2022 in Review

Cordasco Financial Network held its lululemon athletica (LULU) position steady in Q2 2022 at 250 shares worth $68K. The position accounts for 0.05% of the portfolio, ranked #159.

Cordasco Financial Network first reported a position in LULU in Q2 2019 and has held it in 13 quarters since. The position peaked at $101K in Q3 2021. 973 funds tracked by Wall St. Rank hold LULU as of Q2 2022.

Cordasco Financial Network held 250 shares of lululemon athletica worth $68K as of Q2 2022.
Cordasco Financial Network left its lululemon athletica share count unchanged in Q2 2022.
lululemon athletica made up 0.05% of Cordasco Financial Network's portfolio in Q2 2022, its #159 holding.
Cordasco Financial Network first reported a position in lululemon athletica in Q2 2019 and has held it in 13 quarters since.
Cordasco Financial Network's lululemon athletica position peaked at $101K in Q3 2021.
973 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.