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Frontier Wealth Management’s lululemon athletica LULU Stock Holding History

Frontier Wealth 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
Q2 		$713K Sell
2,617
-25
-0.9% -$8.01K 0.05% 205
2022
Q1 		$994K Buy
2,642
+149
+6% +$48.5K 0.01% 180
2021
Q4 		$976K Buy
2,493
+6
+0.2% +$2.56K 0.06% 195
2021
Q3 		$1.01M Buy
2,487
+90
+4% +$36K 0.07% 176
2021
Q2 		$875K Sell
2,397
-1,113
-32% -$367K 0.06% 198
2021
Q1 		$1.08M Sell
3,510
-166
-5% -$54.5K 0.08% 155
2020
Q4 		$1.28M Buy
3,676
+29
+0.8% +$10.1K 0.1% 142
2020
Q3 		$1.2M Buy
3,647
+25
+0.7% +$8.34K 0.11% 130
2020
Q2 		$1.13M Sell
3,622
-1,725
-32% -$441K 0.1% 130
2020
Q1 		$1.01M Buy
5,347
+2,612
+96% +$584K 0.17% 114
2019
Q4 		$634K Buy
2,735
+488
+22% +$104K 0.1% 151
2019
Q3 		$433K Sell
2,247
-50
-2% -$9.34K 0.06% 207
2019
Q2 		$414K Buy
2,297
+100
+5% +$17.4K 0.06% 213
2019
Q1 		$360K Hold
2,197
– – 0.05% 251
2018
Q4 		$267K Hold
2,197
– – 0.04% 279
2018
Q3 		$357K Sell
2,197
-59
-3% -$8.09K 0.03% 276
2018
Q2 		$282K Sell
2,256
-3,920
-63% -$418K 0.04% 295
2018
Q1 		$550K Sell
6,176
-1,000
-14% -$80K 0.08% 215
2017
Q4 		$564K Buy
7,176
+50
+0.7% +$3.33K 0.09% 195
2017
Q3 		$444K Sell
7,126
-800
-10% -$48.2K 0.06% 245
2017
Q2 		$473K Sell
7,926
-100
-1% -$5.21K 0.07% 232
2017
Q1 		$416K Sell
8,026
-30
-0.4% -$1.98K 0.06% 253
2016
Q4 		$524K Sell
8,056
-836
-9% -$49.9K 0.09% 209
2016
Q3 		$542K Sell
8,892
-218
-2% -$16.1K 0.08% 195
2016
Q2 		$673K Sell
9,110
-627
-6% -$41.6K 0.11% 174
2016
Q1 		$659K Buy
9,737
+3,876
+66% +$233K 0.06% 174
2015
Q4 		$308K Sell
5,861
-666
-10% -$33.6K 0.05% 251
2015
Q3 		$331K Buy
6,527
+2,995
+85% +$183K 0.05% 243
2015
Q2 		$231K Buy
+3,532
New +$230K 0.04% 295

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

Frontier Wealth Management's LULU Position: Q2 2022 in Review

Frontier Wealth Management reduced its lululemon athletica (LULU) stake by 0.95% in Q2 2022, selling an estimated $8.01K and leaving 2,617 shares worth $713K. The position accounts for 0.05% of the portfolio, ranked #205.

Frontier Wealth Management first reported a position in LULU in Q2 2015 and has held it in 29 quarters since. The position peaked at $1.28M in Q4 2020. 973 funds tracked by Wall St. Rank hold LULU as of Q2 2022.

  • Frontier Wealth Management held 2,617 shares of lululemon athletica worth $713K as of Q2 2022.
  • Frontier Wealth Management sold 25 lululemon athletica shares in Q2 2022, an estimated $8.01K.
  • lululemon athletica made up 0.05% of Frontier Wealth Management's portfolio in Q2 2022, its #205 holding.
  • Frontier Wealth Management first reported a position in lululemon athletica in Q2 2015 and has held it in 29 quarters since.
  • Frontier Wealth Management's lululemon athletica position peaked at $1.28M in Q4 2020.
  • 973 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.