Kings Point Capital Management’s lululemon athletica LULU Stock Holding History

Kings Point Capital 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
2022 Q1	$27K	Sell	75 -23	-23%	-$7.49K	﹤0.01%	435
2021 Q4	$38K	Hold	98	–	–	﹤0.01%	430
2021 Q3	$40K	Hold	98	–	–	﹤0.01%	387
2021 Q2	$36K	Hold	98	–	–	﹤0.01%	389
2021 Q1	$30K	Sell	98 -2	-2%	-$657	﹤0.01%	403
2020 Q4	$35K	Buy	100 +23	+30%	+$7.99K	﹤0.01%	361
2020 Q3	$25K	Buy	77 +33	+75%	+$11K	﹤0.01%	386
2020 Q2	$14K	Buy	+44	New	+$11.3K	﹤0.01%	405
2015 Q1	–	Sell	-2,000	Closed	-$112K	–	373
2014 Q4	$112K	Hold	2,000	–	–	0.03%	145
2014 Q3	$84K	Buy	+2,000	New	+$80.5K	0.03%	151
2013 Q4	–	Sell	-500	Closed	-$37K	–	275
2013 Q3	$37K	Hold	500	–	–	0.01%	194
2013 Q2	$33K	Buy	+500	New	+$36.3K	0.01%	213

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kings Point Capital Management's LULU Position: Q1 2022 in Review

Kings Point Capital Management reduced its lululemon athletica (LULU) stake by 23% in Q1 2022, selling an estimated $7.49K and leaving 75 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Kings Point Capital Management first reported a position in LULU in Q2 2013 and has held it in 12 quarters since. The position peaked at $112K in Q4 2014. 975 funds tracked by Wall St. Rank hold LULU as of Q1 2022.

Kings Point Capital Management held 75 shares of lululemon athletica worth $27K as of Q1 2022.
Kings Point Capital Management sold 23 lululemon athletica shares in Q1 2022, an estimated $7.49K.
lululemon athletica made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #435 holding.
Kings Point Capital Management first reported a position in lululemon athletica in Q2 2013 and has held it in 12 quarters since.
Kings Point Capital Management's lululemon athletica position peaked at $112K in Q4 2014.
975 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.