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Enlightenment Research’s lululemon athletica LULU Stock Holding History

Enlightenment Research’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 		– Sell
-1,100
Closed -$402K – 151
2022
Q1 		$402K Sell
1,100
-700
-39% -$228K 0.53% 55
2021
Q4 		$705K Buy
1,800
+400
+29% +$171K 1% 28
2021
Q3 		$567K Buy
1,400
+700
+100% +$280K 0.69% 53
2021
Q2 		$255K Buy
+700
New +$231K 0.32% 96
2020
Q3 		– Sell
-1,000
Closed -$312K – 101
2020
Q2 		$312K Sell
1,000
-200
-17% -$51.1K 0.74% 41
2020
Q1 		$261K Buy
+1,200
New +$268K 0.28% 114
2019
Q4 		– Sell
-1,500
Closed -$289K – 94
2019
Q3 		$289K Buy
+1,500
New +$280K 0.64% 60

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Enlightenment Research's LULU Position: Q2 2022 in Review

Enlightenment Research sold out of lululemon athletica (LULU) in Q2 2022, closing a stake of 1,100 shares — an estimated $402K sold.

Enlightenment Research first reported a position in LULU in Q3 2019 and held it in 7 quarters. The position peaked at $705K in Q4 2021. 973 funds tracked by Wall St. Rank hold LULU as of Q2 2022.

  • Enlightenment Research reported no remaining lululemon athletica position as of Q2 2022 after selling out during the quarter.
  • Enlightenment Research sold 1,100 lululemon athletica shares in Q2 2022, an estimated $402K.
  • Enlightenment Research first reported a position in lululemon athletica in Q3 2019 and held it in 7 quarters.
  • Enlightenment Research's lululemon athletica position peaked at $705K in Q4 2021.
  • 973 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2022.

Based on Enlightenment Research's 13F filing for Q2 2022, filed 12 Aug 2022.