JNBA Financial Advisors’s lululemon athletica LULU Stock Holding History

JNBA Financial 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 Q3	–	Sell	-7	Closed	-$2K	–	724
2022 Q2	$2K	Hold	7	–	–	﹤0.01%	653
2022 Q1	$3K	Sell	7 -4	-36%	-$1.3K	﹤0.01%	599
2021 Q4	$4K	Buy	11 +4	+57%	+$1.71K	﹤0.01%	642
2021 Q3	$3K	Hold	7	–	–	﹤0.01%	640
2021 Q2	$3K	Hold	7	–	–	﹤0.01%	593
2021 Q1	$2K	Hold	7	–	–	﹤0.01%	603
2020 Q4	$2K	Hold	7	–	–	﹤0.01%	560
2020 Q3	$2K	Buy	+7	New	+$2.34K	﹤0.01%	520
2016 Q2	–	Sell	-150	Closed	-$10K	–	536
2016 Q1	$10K	Buy	150 +50	+50%	+$3K	﹤0.01%	353
2015 Q4	$5K	Hold	100	–	–	﹤0.01%	404
2015 Q3	$5K	Hold	100	–	–	﹤0.01%	407
2015 Q2	$7K	Hold	100	–	–	﹤0.01%	379
2015 Q1	$6K	Hold	100	–	–	﹤0.01%	405
2014 Q4	$6K	Hold	100	–	–	﹤0.01%	400
2014 Q3	$4K	Hold	100	–	–	﹤0.01%	465
2014 Q2	$4K	Hold	100	–	–	﹤0.01%	422
2014 Q1	$5K	Hold	100	–	–	﹤0.01%	383
2013 Q4	$6K	Hold	100	–	–	﹤0.01%	344
2013 Q3	$7K	Buy	+100	New	+$6.97K	﹤0.01%	333

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JNBA Financial Advisors's LULU Position: Q3 2022 in Review

JNBA Financial Advisors sold out of lululemon athletica (LULU) in Q3 2022, closing a stake of 7 shares — an estimated $2K sold.

JNBA Financial Advisors first reported a position in LULU in Q3 2013 and held it in 19 quarters. The position peaked at $10K in Q1 2016. 976 funds tracked by Wall St. Rank hold LULU as of Q3 2022.

JNBA Financial Advisors reported no remaining lululemon athletica position as of Q3 2022 after selling out during the quarter.
JNBA Financial Advisors sold 7 lululemon athletica shares in Q3 2022, an estimated $2K.
JNBA Financial Advisors first reported a position in lululemon athletica in Q3 2013 and held it in 19 quarters.
JNBA Financial Advisors's lululemon athletica position peaked at $10K in Q1 2016.
976 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2022.

Based on JNBA Financial Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.