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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
2013
Q3 		– Sell
-150
Closed -$63K – 269
2013
Q2 		$63K Buy
+150
New +$10.9K 0.03% 163

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

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. 976 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.
  • 976 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.