Emerson Point Capital’s lululemon athletica LULU Stock Holding History

Emerson Point Capital’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 Q4	–	Sell	-5,726	Closed	-$1.6M	–	23
2022 Q3	$1.6M	Sell	5,726 -2,885	-34%	-$894K	0.62%	20
2022 Q2	$2.35M	Hold	8,611	–	–	0.62%	21
2022 Q1	$3.15M	Hold	8,611	–	–	0.62%	25
2021 Q4	$3.37M	Buy	8,611 +2,146	+33%	+$917K	0.53%	26
2021 Q3	$2.62M	Hold	6,465	–	–	0.39%	29
2021 Q2	$2.36M	Buy	6,465 +3,587	+125%	+$1.18M	0.35%	32
2021 Q1	$883K	Buy	2,878 +1,956	+212%	+$642K	0.12%	40
2020 Q4	$321K	Hold	922	–	–	0.05%	37
2020 Q3	$304K	Hold	922	–	–	0.05%	35
2020 Q2	$288K	Buy	+922	New	+$236K	0.05%	33

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Emerson Point Capital's LULU Position: Q4 2022 in Review

Emerson Point Capital sold out of lululemon athletica (LULU) in Q4 2022, closing a stake of 5,726 shares — an estimated $1.6M sold.

Emerson Point Capital first reported a position in LULU in Q2 2020 and held it in 10 quarters. The position peaked at $3.37M in Q4 2021. 1,060 funds tracked by Wall St. Rank hold LULU as of Q4 2022.

Emerson Point Capital reported no remaining lululemon athletica position as of Q4 2022 after selling out during the quarter.
Emerson Point Capital sold 5,726 lululemon athletica shares in Q4 2022, an estimated $1.6M.
Emerson Point Capital first reported a position in lululemon athletica in Q2 2020 and held it in 10 quarters.
Emerson Point Capital's lululemon athletica position peaked at $3.37M in Q4 2021.
1,060 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2022.

Based on Emerson Point Capital's 13F filing for Q4 2022, filed 14 Feb 2023.