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Derby & Company’s lululemon athletica LULU Stock Holding History

Derby & 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
2021
Q3 		$648K Hold
1,602
– – 0.13% 49
2021
Q2 		$585K Hold
1,602
– – 0.12% 51
2021
Q1 		$491K Hold
1,602
– – 0.11% 54
2020
Q4 		$558K Hold
1,602
– – 0.14% 44
2020
Q3 		$528K Hold
1,602
– – 0.15% 44
2020
Q2 		$500K Buy
+1,602
New +$410K 0.16% 41

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Derby & Company's LULU Position: Q3 2021 in Review

Derby & Company held its lululemon athletica (LULU) position steady in Q3 2021 at 1,602 shares worth $648K. The position accounts for 0.13% of the portfolio, ranked #49.

Derby & Company first reported a position in LULU in Q2 2020 and has held it in 6 quarters since. 951 funds tracked by Wall St. Rank hold LULU as of Q3 2021.

  • Derby & Company held 1,602 shares of lululemon athletica worth $648K as of Q3 2021.
  • Derby & Company left its lululemon athletica share count unchanged in Q3 2021.
  • lululemon athletica made up 0.13% of Derby & Company's portfolio in Q3 2021, its #49 holding.
  • Derby & Company first reported a position in lululemon athletica in Q2 2020 and has held it in 6 quarters since.
  • 951 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2021.

Based on Derby & Company's 13F filing for Q3 2021, filed 12 Nov 2021.