HNWAG
LULU icon

High Net Worth Advisory Group’s lululemon athletica LULU Stock Holding History

High Net Worth Advisory Group’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
-12
Closed -$3.85K – 413
2022
Q4 		$3.85K Hold
12
– – ﹤0.01% 556
2022
Q3 		$3K Hold
12
– – ﹤0.01% 612
2022
Q2 		$3K Hold
12
– – ﹤0.01% 613
2022
Q1 		$4K Sell
12
-10
-45% -$3.25K ﹤0.01% 605
2021
Q4 		$9K Buy
+22
New +$9.4K ﹤0.01% 554

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

High Net Worth Advisory Group's LULU Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of lululemon athletica (LULU) in Q1 2023, closing a stake of 12 shares — an estimated $3.85K sold.

High Net Worth Advisory Group first reported a position in LULU in Q4 2021 and held it in 5 quarters. The position peaked at $9K in Q4 2021. 1,060 funds tracked by Wall St. Rank hold LULU as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining lululemon athletica position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 12 lululemon athletica shares in Q1 2023, an estimated $3.85K.
  • High Net Worth Advisory Group first reported a position in lululemon athletica in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's lululemon athletica position peaked at $9K in Q4 2021.
  • 1,060 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.