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Corient Capital Partners’s lululemon athletica LULU Stock Holding History

Corient Capital Partners’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 		$1.79M Buy
6,557
+312
+5% +$96.7K 0.13% 140
2022
Q2 		$1.7M Buy
6,245
+542
+10% +$174K 0.13% 150
2022
Q1 		$2.08M Buy
5,703
+638
+13% +$208K 0.14% 144
2021
Q4 		$1.98M Sell
5,065
-107
-2% -$45.7K 0.13% 149
2021
Q3 		$2.09M Buy
5,172
+233
+5% +$93.3K 0.15% 131
2021
Q2 		$1.8M Buy
4,939
+675
+16% +$222K 0.13% 145
2021
Q1 		$1.31M Sell
4,264
-571
-12% -$187K 0.11% 165
2020
Q4 		$1.68M Buy
4,835
+780
+19% +$271K 0.17% 125
2020
Q3 		$1.34M Buy
4,055
+2,639
+186% +$881K 0.15% 130
2020
Q2 		$442K Sell
1,416
-291
-17% -$74.4K 0.05% 269
2020
Q1 		$324K Buy
1,707
+459
+37% +$103K 0.05% 280
2019
Q4 		$290K Buy
1,248
+117
+10% +$24.9K 0.04% 365
2019
Q3 		$218K Buy
+1,131
New +$211K 0.03% 392

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Corient Capital Partners's LULU Position: Q3 2022 in Review

Corient Capital Partners increased its lululemon athletica (LULU) stake by 5% in Q3 2022, buying an estimated $96.7K and bringing the position to 6,557 shares worth $1.79M. The position accounts for 0.13% of the portfolio, ranked #140.

Corient Capital Partners first reported a position in LULU in Q3 2019 and has held it in 13 quarters since. The position peaked at $2.09M in Q3 2021. 976 funds tracked by Wall St. Rank hold LULU as of Q3 2022.

  • Corient Capital Partners held 6,557 shares of lululemon athletica worth $1.79M as of Q3 2022.
  • Corient Capital Partners bought 312 lululemon athletica shares in Q3 2022, an estimated $96.7K.
  • lululemon athletica made up 0.13% of Corient Capital Partners's portfolio in Q3 2022, its #140 holding.
  • Corient Capital Partners first reported a position in lululemon athletica in Q3 2019 and has held it in 13 quarters since.
  • Corient Capital Partners's lululemon athletica position peaked at $2.09M in Q3 2021.
  • 976 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2022.

Based on Corient Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.