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Laurel Wealth Advisors (California)’s lululemon athletica LULU Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$363K Buy
1,133
+221
+24% +$72.7K 0.04% 439
2022
Q3 		$255K Buy
912
+28
+3% +$8.68K 0.03% 534
2022
Q2 		$241K Sell
884
-408
-32% -$131K 0.02% 574
2022
Q1 		$472K Sell
1,292
-42
-3% -$13.7K 0.04% 428
2021
Q4 		$523K Buy
+1,334
New +$570K 0.04% 440
2019
Q4 		– Sell
-1,300
Closed -$250K – 472
2019
Q3 		$250K Buy
+1,300
New +$243K 0.04% 387

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 $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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 $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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

Laurel Wealth Advisors (California)'s LULU Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its lululemon athletica (LULU) stake by 24% in Q4 2022, buying an estimated $72.7K and bringing the position to 1,133 shares worth $363K. The position accounts for 0.04% of the portfolio, ranked #439.

Laurel Wealth Advisors (California) first reported a position in LULU in Q3 2019 and has held it in 6 quarters since. The position peaked at $523K in Q4 2021. 1,061 funds tracked by Wall St. Rank hold LULU as of Q4 2022.

  • Laurel Wealth Advisors (California) held 1,133 shares of lululemon athletica worth $363K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 221 lululemon athletica shares in Q4 2022, an estimated $72.7K.
  • lululemon athletica made up 0.04% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #439 holding.
  • Laurel Wealth Advisors (California) first reported a position in lululemon athletica in Q3 2019 and has held it in 6 quarters since.
  • Laurel Wealth Advisors (California)'s lululemon athletica position peaked at $523K in Q4 2021.
  • 1,061 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.