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Gofen & Glossberg’s lululemon athletica LULU Stock Holding History

Gofen & Glossberg’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
Q4 		$678K Buy
2,117
+306
+17% +$101K 0.02% 294
2022
Q3 		$506K Buy
1,811
+370
+26% +$115K 0.01% 312
2022
Q2 		$393K Buy
1,441
+83
+6% +$26.6K 0.01% 368
2022
Q1 		$496K Sell
1,358
-254
-16% -$82.7K 0.01% 346
2021
Q4 		$631K Buy
1,612
+4
+0.2% +$1.71K 0.01% 312
2021
Q3 		$651K Hold
1,608
– – 0.02% 297
2021
Q2 		$587K Hold
1,608
– – 0.01% 308
2021
Q1 		$493K Buy
1,608
+300
+23% +$98.5K 0.01% 330
2020
Q4 		$455K Sell
1,308
-160
-11% -$55.6K 0.01% 324
2020
Q3 		$484K Hold
1,468
– – 0.01% 298
2020
Q2 		$458K Hold
1,468
– – 0.02% 294
2020
Q1 		$278K Hold
1,468
– – 0.01% 344
2019
Q4 		$340K Buy
1,468
+200
+16% +$42.6K 0.01% 353
2019
Q3 		$244K Hold
1,268
– – 0.01% 393
2019
Q2 		$229K Sell
1,268
-50
-4% -$8.68K 0.01% 398
2019
Q1 		$216K Buy
+1,318
New +$192K 0.01% 404
2014
Q2 		– Sell
-1,700
Closed -$86K – 478
2014
Q1 		$86K Hold
1,700
– – ﹤0.01% 479
2013
Q4 		$100K Hold
1,700
– – ﹤0.01% 474
2013
Q3 		$124K Hold
1,700
– – 0.01% 434
2013
Q2 		$111K Buy
+1,700
New +$123K 0.01% 425

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Gofen & Glossberg's LULU Position: Q4 2022 in Review

Gofen & Glossberg increased its lululemon athletica (LULU) stake by 17% in Q4 2022, buying an estimated $101K and bringing the position to 2,117 shares worth $678K. The position accounts for 0.02% of the portfolio, ranked #294.

Gofen & Glossberg first reported a position in LULU in Q2 2013 and has held it in 20 quarters since. 1,062 funds tracked by Wall St. Rank hold LULU as of Q4 2022.

  • Gofen & Glossberg held 2,117 shares of lululemon athletica worth $678K as of Q4 2022.
  • Gofen & Glossberg bought 306 lululemon athletica shares in Q4 2022, an estimated $101K.
  • lululemon athletica made up 0.02% of Gofen & Glossberg's portfolio in Q4 2022, its #294 holding.
  • Gofen & Glossberg first reported a position in lululemon athletica in Q2 2013 and has held it in 20 quarters since.
  • 1,062 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.