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Family Management’s lululemon athletica LULU Stock Holding History

Family Management’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
Q1 		– Sell
-510
Closed -$200K – 178
2021
Q4 		$200K Buy
+510
New +$218K 0.05% 161
2020
Q4 		– Sell
-6,126
Closed -$2.02M – 176
2020
Q3 		$2.02M Buy
+6,126
New +$2.04M 0.89% 36

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
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

Family Management's LULU Position: Q1 2022 in Review

Family Management sold out of lululemon athletica (LULU) in Q1 2022, closing a stake of 510 shares — an estimated $200K sold.

Family Management first reported a position in LULU in Q3 2020 and held it in 2 quarters. The position peaked at $2.02M in Q3 2020. 975 funds tracked by Wall St. Rank hold LULU as of Q1 2022.

  • Family Management reported no remaining lululemon athletica position as of Q1 2022 after selling out during the quarter.
  • Family Management sold 510 lululemon athletica shares in Q1 2022, an estimated $200K.
  • Family Management first reported a position in lululemon athletica in Q3 2020 and held it in 2 quarters.
  • Family Management's lululemon athletica position peaked at $2.02M in Q3 2020.
  • 975 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2022.

Based on Family Management's 13F filing for Q1 2022, filed 16 May 2022.