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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Howe & Rusling's LULU Position: Q1 2022 in Review

Howe & Rusling sold out of lululemon athletica (LULU) in Q1 2022, closing a stake of 155 shares — an estimated $61K sold.

Howe & Rusling first reported a position in LULU in Q2 2013 and held it in 8 quarters. The position peaked at $61K in Q4 2021. 975 funds tracked by Wall St. Rank hold LULU as of Q1 2022.

Howe & Rusling reported no remaining lululemon athletica position as of Q1 2022 after selling out during the quarter.
Howe & Rusling sold 155 lululemon athletica shares in Q1 2022, an estimated $61K.
Howe & Rusling first reported a position in lululemon athletica in Q2 2013 and held it in 8 quarters.
Howe & Rusling's lululemon athletica position peaked at $61K in Q4 2021.
975 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2022.

Based on Howe & Rusling's 13F filing for Q1 2022, filed 10 May 2022.