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Harvest Investment Services’s lululemon athletica LULU Stock Holding History

Harvest Investment Services’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
-1,012
Closed -$324K – 143
2022
Q4 		$324K Buy
+1,012
New +$333K 0.35% 83

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

Harvest Investment Services's LULU Position: Q1 2023 in Review

Harvest Investment Services sold out of lululemon athletica (LULU) in Q1 2023, closing a stake of 1,012 shares — an estimated $324K sold.

Harvest Investment Services first reported a position in LULU in Q4 2022 and held it in 1 quarter. The position peaked at $324K in Q4 2022. 1,060 funds tracked by Wall St. Rank hold LULU as of Q1 2023.

  • Harvest Investment Services reported no remaining lululemon athletica position as of Q1 2023 after selling out during the quarter.
  • Harvest Investment Services sold 1,012 lululemon athletica shares in Q1 2023, an estimated $324K.
  • Harvest Investment Services first reported a position in lululemon athletica in Q4 2022 and held it in 1 quarter.
  • Harvest Investment Services's lululemon athletica position peaked at $324K in Q4 2022.
  • 1,060 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2023.

Based on Harvest Investment Services's 13F filing for Q1 2023, filed 15 May 2023.