First National Trust’s lululemon athletica LULU Stock Holding History

First National 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
2022 Q2	–	Sell	-550	Closed	-$201K	–	383
2022 Q1	$201K	Hold	550	–	–	0.01%	358
2021 Q4	$215K	Buy	+550	New	+$235K	0.01%	354

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First National Trust's LULU Position: Q2 2022 in Review

First National Trust sold out of lululemon athletica (LULU) in Q2 2022, closing a stake of 550 shares — an estimated $201K sold.

First National Trust first reported a position in LULU in Q4 2021 and held it in 2 quarters. The position peaked at $215K in Q4 2021. 972 funds tracked by Wall St. Rank hold LULU as of Q2 2022.

First National Trust reported no remaining lululemon athletica position as of Q2 2022 after selling out during the quarter.
First National Trust sold 550 lululemon athletica shares in Q2 2022, an estimated $201K.
First National Trust first reported a position in lululemon athletica in Q4 2021 and held it in 2 quarters.
First National Trust's lululemon athletica position peaked at $215K in Q4 2021.
972 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2022.

Based on First National Trust's 13F filing for Q2 2022, filed 3 Aug 2022.