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Kingsbury Capital Investment Advisors’s lululemon athletica LULU Stock Holding History

Kingsbury Capital Investment 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 		$532K Hold
1,902
– – 0.81% 25
2022
Q2 		$519K Hold
1,902
– – 0.71% 31
2022
Q1 		$695K Buy
+1,902
New +$619K 0.77% 26

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Kingsbury Capital Investment Advisors's LULU Position: Q3 2022 in Review

Kingsbury Capital Investment Advisors held its lululemon athletica (LULU) position steady in Q3 2022 at 1,902 shares worth $532K. The position accounts for 0.81% of the portfolio, ranked #25.

Kingsbury Capital Investment Advisors first reported a position in LULU in Q1 2022 and has held it in 3 quarters since. The position peaked at $695K in Q1 2022. 977 funds tracked by Wall St. Rank hold LULU as of Q3 2022.

  • Kingsbury Capital Investment Advisors held 1,902 shares of lululemon athletica worth $532K as of Q3 2022.
  • Kingsbury Capital Investment Advisors left its lululemon athletica share count unchanged in Q3 2022.
  • lululemon athletica made up 0.81% of Kingsbury Capital Investment Advisors's portfolio in Q3 2022, its #25 holding.
  • Kingsbury Capital Investment Advisors first reported a position in lululemon athletica in Q1 2022 and has held it in 3 quarters since.
  • Kingsbury Capital Investment Advisors's lululemon athletica position peaked at $695K in Q1 2022.
  • 977 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2022.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.