IMA Advisory Services’s lululemon athletica LULU Stock Holding History

IMA Advisory Services’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	–	Sell	-1	Closed	–	–	400
2022 Q3	$0	Buy	+1	New	+$310	﹤0.01%	385
2022 Q1	–	Sell	-1,612	Closed	-$631K	–	309
2021 Q4	$631K	Sell	1,612 -2,079	-56%	-$888K	0.14%	99
2021 Q3	$1.49M	Sell	3,691 -21	-0.6%	-$8.41K	0.35%	81
2021 Q2	$1.35M	Buy	3,712 +305	+9%	+$100K	0.32%	85
2021 Q1	$1.04M	Buy	3,407 +77	+2%	+$25.3K	0.26%	85
2020 Q4	$1.16M	Buy	3,330 +64	+2%	+$22.2K	0.32%	78
2020 Q3	$1.08M	Sell	3,266 -1,015	-24%	-$339K	0.36%	83
2020 Q2	$1.34M	Sell	4,281 -927	-18%	-$237K	0.48%	68
2020 Q1	$987K	Buy	5,208 +5,150	+8,879%	+$1.15M	0.43%	68
2019 Q4	$13K	Hold	58	–	–	﹤0.01%	203
2019 Q3	$11K	Buy	58 +33	+132%	+$6.17K	﹤0.01%	207
2019 Q2	$5K	Buy	+25	New	+$4.34K	﹤0.01%	244

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

IMA Advisory Services's LULU Position: Q4 2022 in Review

IMA Advisory Services sold out of lululemon athletica (LULU) in Q4 2022, closing a stake of 1 share.

IMA Advisory Services first reported a position in LULU in Q2 2019 and held it in 12 quarters. The position peaked at $1.49M in Q3 2021. 1,061 funds tracked by Wall St. Rank hold LULU as of Q4 2022.

IMA Advisory Services reported no remaining lululemon athletica position as of Q4 2022 after selling out during the quarter.
IMA Advisory Services sold 1 lululemon athletica share in Q4 2022.
IMA Advisory Services first reported a position in lululemon athletica in Q2 2019 and held it in 12 quarters.
IMA Advisory Services's lululemon athletica position peaked at $1.49M in Q3 2021.
1,061 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2022.

Based on IMA Advisory Services's 13F filing for Q4 2022, filed 16 Feb 2023.