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Lee Financial’s lululemon athletica LULU Stock Holding History

Lee Financial’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
2023
Q1 		– Sell
-7
Closed -$2.24K – 891
2022
Q4 		$2.24K Hold
7
– – ﹤0.01% 669
2022
Q3 		$2K Sell
7
-35
-83% -$10.9K ﹤0.01% 690
2022
Q2 		$12K Buy
+42
New +$13.5K ﹤0.01% 423
2022
Q1 		– Sell
-21
Closed -$8K – 874
2021
Q4 		$8K Buy
+21
New +$8.97K ﹤0.01% 541
2020
Q1 		– Sell
-525
Closed -$122K – 496
2019
Q4 		$122K Hold
525
– – 0.03% 143
2019
Q3 		$101K Hold
525
– – 0.02% 149
2019
Q2 		$95K Hold
525
– – 0.02% 165
2019
Q1 		$86K Buy
+525
New +$76.7K 0.02% 168

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lee Financial's LULU Position: Q1 2023 in Review

Lee Financial sold out of lululemon athletica (LULU) in Q1 2023, closing a stake of 7 shares — an estimated $2.24K sold.

Lee Financial first reported a position in LULU in Q1 2019 and held it in 8 quarters. The position peaked at $122K in Q4 2019. 1,060 funds tracked by Wall St. Rank hold LULU as of Q1 2023.

  • Lee Financial reported no remaining lululemon athletica position as of Q1 2023 after selling out during the quarter.
  • Lee Financial sold 7 lululemon athletica shares in Q1 2023, an estimated $2.24K.
  • Lee Financial first reported a position in lululemon athletica in Q1 2019 and held it in 8 quarters.
  • Lee Financial's lululemon athletica position peaked at $122K in Q4 2019.
  • 1,060 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.