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IBM Retirement Fund’s lululemon athletica LULU Stock Holding History

IBM Retirement Fund’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
Q2 		– Sell
-1,823
Closed -$666K – 275
2022
Q1 		$666K Sell
1,823
-75
-4% -$24.4K 0.09% 194
2021
Q4 		$743K Sell
1,898
-1,357
-42% -$580K 0.09% 195
2021
Q3 		$1.32M Buy
3,255
+11
+0.3% +$4.41K 0.1% 170
2021
Q2 		$1.18M Sell
3,244
-690
-18% -$227K 0.09% 193
2021
Q1 		$1.21M Sell
3,934
-280
-7% -$91.9K 0.09% 212
2020
Q4 		$1.47M Buy
4,214
+521
+14% +$181K 0.1% 168
2020
Q3 		$1.22M Buy
3,693
+1,037
+39% +$346K 0.1% 164
2020
Q2 		$829K Sell
2,656
-122
-4% -$31.2K 0.11% 164
2020
Q1 		$527K Buy
2,778
+1,057
+61% +$236K 0.1% 205
2019
Q4 		$399K Sell
1,721
-90
-5% -$19.2K 0.07% 240
2019
Q3 		$349K Sell
1,811
-22
-1% -$4.11K 0.07% 267
2019
Q2 		$330K Buy
1,833
+363
+25% +$63K 0.06% 285
2019
Q1 		$241K Buy
+1,470
New +$215K 0.05% 349
2018
Q4 		– Sell
-1,594
Closed -$259K – 416
2018
Q3 		$259K Sell
1,594
-267
-14% -$36.6K 0.06% 358
2018
Q2 		$232K Buy
+1,861
New +$198K 0.05% 419
2017
Q1 		– Sell
-7,749
Closed -$504K – 574
2016
Q4 		$504K Sell
7,749
-1,394
-15% -$83.1K 0.02% 572
2016
Q3 		$558K Sell
9,143
-670
-7% -$49.5K 0.03% 585
2016
Q2 		$725K Sell
9,813
-1,389
-12% -$92.1K 0.03% 517
2016
Q1 		$758K Sell
11,202
-15,826
-59% -$950K 0.03% 504
2015
Q4 		$1.42M Buy
27,028
+3,191
+13% +$161K 0.03% 609
2015
Q3 		$1.21M Sell
23,837
-3,377
-12% -$206K 0.03% 585
2015
Q2 		$1.78M Buy
+27,214
New +$1.77M 0.03% 541

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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

IBM Retirement Fund's LULU Position: Q2 2022 in Review

IBM Retirement Fund sold out of lululemon athletica (LULU) in Q2 2022, closing a stake of 1,823 shares — an estimated $666K sold.

IBM Retirement Fund first reported a position in LULU in Q2 2015 and held it in 22 quarters. The position peaked at $1.78M in Q2 2015. 972 funds tracked by Wall St. Rank hold LULU as of Q2 2022.

  • IBM Retirement Fund reported no remaining lululemon athletica position as of Q2 2022 after selling out during the quarter.
  • IBM Retirement Fund sold 1,823 lululemon athletica shares in Q2 2022, an estimated $666K.
  • IBM Retirement Fund first reported a position in lululemon athletica in Q2 2015 and held it in 22 quarters.
  • IBM Retirement Fund's lululemon athletica position peaked at $1.78M in Q2 2015.
  • 972 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2022.

Based on IBM Retirement Fund's 13F filing for Q2 2022, filed 20 Jul 2022.