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IndexIQ Advisors’s lululemon athletica LULU Stock Holding History

IndexIQ Advisors’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 		$727K Sell
1,990
-16
-0.8% -$5.21K 0.03% 325
2021
Q4 		$785K Sell
2,006
-74
-4% -$31.6K 0.03% 351
2021
Q3 		$842K Buy
2,080
+98
+5% +$39.3K 0.03% 334
2021
Q2 		$723K Buy
1,982
+58
+3% +$19.1K 0.02% 348
2021
Q1 		$590K Buy
1,924
+248
+15% +$81.4K 0.02% 352
2020
Q4 		$583K Buy
1,676
+783
+88% +$272K 0.02% 319
2020
Q3 		$294K Buy
893
+540
+153% +$180K 0.01% 423
2020
Q2 		$110K Buy
353
+313
+783% +$80K ﹤0.01% 832
2020
Q1 		$8K Hold
40
– – ﹤0.01% 846
2019
Q4 		$9K Buy
+40
New +$8.53K ﹤0.01% 657

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

IndexIQ Advisors's LULU Position: Q1 2022 in Review

IndexIQ Advisors reduced its lululemon athletica (LULU) stake by 0.8% in Q1 2022, selling an estimated $5.21K and leaving 1,990 shares worth $727K. The position accounts for 0.03% of the portfolio, ranked #325.

IndexIQ Advisors first reported a position in LULU in Q4 2019 and has held it in 10 quarters since. The position peaked at $842K in Q3 2021. 975 funds tracked by Wall St. Rank hold LULU as of Q1 2022.

  • IndexIQ Advisors held 1,990 shares of lululemon athletica worth $727K as of Q1 2022.
  • IndexIQ Advisors sold 16 lululemon athletica shares in Q1 2022, an estimated $5.21K.
  • lululemon athletica made up 0.03% of IndexIQ Advisors's portfolio in Q1 2022, its #325 holding.
  • IndexIQ Advisors first reported a position in lululemon athletica in Q4 2019 and has held it in 10 quarters since.
  • IndexIQ Advisors's lululemon athletica position peaked at $842K in Q3 2021.
  • 975 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.