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Howe & Rusling’s lululemon athletica LULU Stock Holding History

Howe & Rusling’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
-155
Closed -$61K – 1044
2021
Q4 		$61K Buy
+155
New +$66.2K 0.01% 304
2020
Q4 		– Sell
-25
Closed -$8K – 975
2020
Q3 		$8K Hold
25
– – ﹤0.01% 480
2020
Q2 		$8K Buy
+25
New +$6.39K ﹤0.01% 460
2018
Q4 		– Sell
-140
Closed -$23K – 866
2018
Q3 		$23K Sell
140
-50
-26% -$6.85K ﹤0.01% 380
2018
Q2 		$24K Hold
190
– – ﹤0.01% 335
2018
Q1 		$17K Buy
+190
New +$15.2K ﹤0.01% 415
2016
Q3 		– Sell
-100
Closed -$7K – 1085
2016
Q2 		$7K Buy
+100
New +$6.63K ﹤0.01% 552
2013
Q3 		– Sell
-184
Closed -$12K – 910
2013
Q2 		$12K Buy
+184
New +$13.3K ﹤0.01% 580

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