D.B. Root & Company’s lululemon athletica LULU Stock Holding History

D.B. Root & Company’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	-1,045	Closed	-$284K	–	162
2022 Q2	$284K	Sell	1,045 -5	-0.5%	-$1.6K	0.12%	147
2022 Q1	$383K	Buy	+1,050	New	+$342K	0.14%	142
2021 Q3	–	Sell	-1,364	Closed	-$497K	–	197
2021 Q2	$497K	Sell	1,364 -84	-6%	-$27.7K	0.19%	134
2021 Q1	$444K	Buy	+1,448	New	+$475K	0.17%	147
2020 Q3	–	Sell	-1,170	Closed	-$365K	–	207
2020 Q2	$365K	Sell	1,170 -1,195	-51%	-$306K	0.16%	150
2020 Q1	$448K	Sell	2,365 -2,310	-49%	-$517K	0.23%	111
2019 Q4	$1.08M	Sell	4,675 -60	-1%	-$12.8K	0.48%	59
2019 Q3	$911K	Sell	4,735 -521	-10%	-$97.4K	0.42%	67
2019 Q2	$947K	Sell	5,256 -45	-0.8%	-$7.82K	0.42%	65
2019 Q1	$869K	Buy	5,301 +166	+3%	+$24.2K	0.37%	80
2018 Q4	$624K	Sell	5,135 -1,865	-27%	-$250K	0.31%	95
2018 Q3	$1.14M	Sell	7,000 -175	-2%	-$24K	0.5%	60
2018 Q2	$896K	Sell	7,175 -2,015	-22%	-$215K	0.42%	83
2018 Q1	$819K	Buy	+9,190	New	+$735K	0.43%	79

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

D.B. Root & Company's LULU Position: Q3 2022 in Review

D.B. Root & Company sold out of lululemon athletica (LULU) in Q3 2022, closing a stake of 1,045 shares — an estimated $284K sold.

D.B. Root & Company first reported a position in LULU in Q1 2018 and held it in 14 quarters. The position peaked at $1.14M in Q3 2018. 976 funds tracked by Wall St. Rank hold LULU as of Q3 2022.

D.B. Root & Company reported no remaining lululemon athletica position as of Q3 2022 after selling out during the quarter.
D.B. Root & Company sold 1,045 lululemon athletica shares in Q3 2022, an estimated $284K.
D.B. Root & Company first reported a position in lululemon athletica in Q1 2018 and held it in 14 quarters.
D.B. Root & Company's lululemon athletica position peaked at $1.14M in Q3 2018.
976 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2022.

Based on D.B. Root & Company's 13F filing for Q3 2022, filed 26 Oct 2022.