Heritage Wealth Management (Arizona)’s lululemon athletica LULU Stock Holding History

Heritage Wealth Management (Arizona)’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	$10.9K	Buy	34 +17	+100%	+$5.59K	﹤0.01%	764
2022 Q3	$5K	Hold	17	–	–	﹤0.01%	761
2022 Q2	$4.63K	Sell	17 -6	-26%	-$1.92K	﹤0.01%	779
2022 Q1	$8K	Buy	+23	New	+$7.49K	﹤0.01%	739
2021 Q3	$9K	Hold	23	–	–	﹤0.01%	667
2021 Q2	$8K	Hold	23	–	–	﹤0.01%	689
2021 Q1	$7K	Buy	+23	New	+$7.55K	﹤0.01%	610

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

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

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

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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

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

Heritage Wealth Management (Arizona)'s LULU Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its lululemon athletica (LULU) stake by 100% in Q4 2022, buying an estimated $5.59K and bringing the position to 34 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Heritage Wealth Management (Arizona) first reported a position in LULU in Q1 2021 and has held it in 7 quarters since. 1,061 funds tracked by Wall St. Rank hold LULU as of Q4 2022.

Heritage Wealth Management (Arizona) held 34 shares of lululemon athletica worth $10.9K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 17 lululemon athletica shares in Q4 2022, an estimated $5.59K.
lululemon athletica made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #764 holding.
Heritage Wealth Management (Arizona) first reported a position in lululemon athletica in Q1 2021 and has held it in 7 quarters since.
1,061 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.