Kore Private Wealth’s lululemon athletica LULU Stock Holding History

Kore Private Wealth’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	$221K	Hold	791	–	–	0.04%	231
2022 Q2	$216K	Hold	791	–	–	0.03%	264
2022 Q1	$289K	Buy	791 +7	+0.9%	+$2.28K	0.04%	249
2021 Q4	$307K	Buy	784 +49	+7%	+$20.9K	0.04%	238
2021 Q3	$297K	Hold	735	–	–	0.03%	334
2021 Q2	$268K	Buy	735 +2	+0.3%	+$659	0.03%	336
2021 Q1	$225K	Sell	733 -45	-6%	-$14.8K	0.03%	325
2020 Q4	$271K	Buy	778 +45	+6%	+$15.6K	0.04%	254
2020 Q3	$241K	Sell	733 -4	-0.5%	-$1.33K	0.05%	227
2020 Q2	$229K	Buy	737 +4	+0.5%	+$1.02K	0.05%	213
2020 Q1	$139K	Sell	733 -1	-0.1%	-$224	0.03%	258
2019 Q4	$170K	Buy	+734	New	+$156K	0.03%	274
2019 Q2	–	Sell	-733	Closed	-$120K	–	554
2019 Q1	$120K	Hold	733	–	–	0.03%	261
2018 Q4	$89K	Buy	+733	New	+$98.3K	0.02%	289

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

Kore Private Wealth's LULU Position: Q3 2022 in Review

Kore Private Wealth held its lululemon athletica (LULU) position steady in Q3 2022 at 791 shares worth $221K. The position accounts for 0.04% of the portfolio, ranked #231.

Kore Private Wealth first reported a position in LULU in Q4 2018 and has held it in 14 quarters since. The position peaked at $307K in Q4 2021. 977 funds tracked by Wall St. Rank hold LULU as of Q3 2022.

Kore Private Wealth held 791 shares of lululemon athletica worth $221K as of Q3 2022.
Kore Private Wealth left its lululemon athletica share count unchanged in Q3 2022.
lululemon athletica made up 0.04% of Kore Private Wealth's portfolio in Q3 2022, its #231 holding.
Kore Private Wealth first reported a position in lululemon athletica in Q4 2018 and has held it in 14 quarters since.
Kore Private Wealth's lululemon athletica position peaked at $307K in Q4 2021.
977 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.