FCT
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First Community Trust’s lululemon athletica LULU Stock Holding History

First Community Trust’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
2023
Q1 		– Sell
-75
Closed -$24K – 302
2022
Q4 		$24K Hold
75
– – 0.03% 198
2022
Q3 		$21K Hold
75
– – 0.03% 186
2022
Q2 		$20K Hold
75
– – 0.02% 223
2022
Q1 		$27K Hold
75
– – 0.03% 225
2021
Q4 		$29.4K Buy
+75
New +$32.1K 0.02% 221

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Community Trust's LULU Position: Q1 2023 in Review

First Community Trust sold out of lululemon athletica (LULU) in Q1 2023, closing a stake of 75 shares — an estimated $24K sold.

First Community Trust first reported a position in LULU in Q4 2021 and held it in 5 quarters. The position peaked at $29.4K in Q4 2021. 1,060 funds tracked by Wall St. Rank hold LULU as of Q1 2023.

  • First Community Trust reported no remaining lululemon athletica position as of Q1 2023 after selling out during the quarter.
  • First Community Trust sold 75 lululemon athletica shares in Q1 2023, an estimated $24K.
  • First Community Trust first reported a position in lululemon athletica in Q4 2021 and held it in 5 quarters.
  • First Community Trust's lululemon athletica position peaked at $29.4K in Q4 2021.
  • 1,060 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2023.

Based on First Community Trust's 13F filing for Q1 2023, filed 6 Apr 2023.