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Institutional & Family Asset Management’s lululemon athletica LULU Stock Holding History

Institutional & Family Asset Management’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
2021
Q4 		– Sell
-28
Closed -$11K – 867
2021
Q3 		$11K Hold
28
– – ﹤0.01% 535
2021
Q2 		$10K Sell
28
-4
-13% -$1.32K ﹤0.01% 593
2021
Q1 		$10K Sell
32
-82
-72% -$26.9K ﹤0.01% 570
2020
Q4 		$40K Sell
114
-24
-17% -$8.33K 0.01% 359
2020
Q3 		$45K Sell
138
-32
-19% -$10.7K 0.01% 297
2020
Q2 		$53K Buy
170
+26
+18% +$6.65K 0.01% 299
2020
Q1 		$27K Buy
144
+14
+11% +$3.13K 0.01% 327
2019
Q4 		$30K Hold
130
– – 0.01% 382
2019
Q3 		$25K Sell
130
-20
-13% -$3.74K 0.01% 373
2019
Q2 		$27K Buy
150
+17
+13% +$2.95K 0.01% 379
2019
Q1 		$22K Buy
133
+100
+303% +$14.6K ﹤0.01% 421
2018
Q4 		$4K Sell
33
-67
-67% -$8.98K ﹤0.01% 612
2018
Q3 		$16K Buy
+100
New +$13.7K ﹤0.01% 462

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Institutional & Family Asset Management's LULU Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of lululemon athletica (LULU) in Q4 2021, closing a stake of 28 shares — an estimated $11K sold.

Institutional & Family Asset Management first reported a position in LULU in Q3 2018 and held it in 13 quarters. The position peaked at $53K in Q2 2020. 1,056 funds tracked by Wall St. Rank hold LULU as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining lululemon athletica position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 28 lululemon athletica shares in Q4 2021, an estimated $11K.
  • Institutional & Family Asset Management first reported a position in lululemon athletica in Q3 2018 and held it in 13 quarters.
  • Institutional & Family Asset Management's lululemon athletica position peaked at $53K in Q2 2020.
  • 1,056 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.