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Geneva Partners’s lululemon athletica LULU Stock Holding History

Geneva Partners’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
-15,393
Closed -$6.03M – 103
2021
Q4 		$6.03M Sell
15,393
-1,480
-9% -$632K 2.86% 11
2021
Q3 		$6.83M Buy
+16,873
New +$6.76M 3.23% 8
2021
Q1 		– Sell
-1,890
Closed -$658K – 93
2020
Q4 		$658K Buy
+1,890
New +$656K 0.35% 62
2019
Q4 		– Sell
-3,800
Closed -$732K – 75
2019
Q3 		$732K Sell
3,800
-205
-5% -$38.3K 0.57% 45
2019
Q2 		$722K Buy
4,005
+2,185
+120% +$379K 0.58% 45
2019
Q1 		$298K Buy
+1,820
New +$266K 0.25% 57

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Geneva Partners's LULU Position: Q1 2022 in Review

Geneva Partners sold out of lululemon athletica (LULU) in Q1 2022, closing a stake of 15,393 shares — an estimated $6.03M sold.

Geneva Partners first reported a position in LULU in Q1 2019 and held it in 6 quarters. The position peaked at $6.83M in Q3 2021. 976 funds tracked by Wall St. Rank hold LULU as of Q1 2022.

  • Geneva Partners reported no remaining lululemon athletica position as of Q1 2022 after selling out during the quarter.
  • Geneva Partners sold 15,393 lululemon athletica shares in Q1 2022, an estimated $6.03M.
  • Geneva Partners first reported a position in lululemon athletica in Q1 2019 and held it in 6 quarters.
  • Geneva Partners's lululemon athletica position peaked at $6.83M in Q3 2021.
  • 976 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2022.

Based on Geneva Partners's 13F filing for Q1 2022, filed 3 May 2022.