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Legacy Capital Partners’s lululemon athletica LULU Stock Holding History

Legacy Capital Partners’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
Q1 		$255K Sell
697
-1,726
-71% -$562K 0.08% 129
2021
Q4 		$948K Buy
2,423
+108
+5% +$46.2K 0.31% 75
2021
Q3 		$937K Sell
2,315
-11
-0.5% -$4.41K 0.34% 73
2021
Q2 		$849K Buy
2,326
+235
+11% +$77.4K 0.3% 81
2021
Q1 		$641K Hold
2,091
– – 0.24% 87
2020
Q4 		$728K Sell
2,091
-75
-3% -$26K 0.29% 77
2020
Q3 		$713K Sell
2,166
-140
-6% -$46.7K 0.29% 73
2020
Q2 		$719K Buy
2,306
+701
+44% +$179K 0.31% 71
2020
Q1 		$304K Buy
1,605
+50
+3% +$11.2K 0.15% 104
2019
Q4 		$360K Buy
1,555
+155
+11% +$33K 0.15% 107
2019
Q3 		$270K Buy
+1,400
New +$262K 0.12% 125

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

Legacy Capital Partners's LULU Position: Q1 2022 in Review

Legacy Capital Partners reduced its lululemon athletica (LULU) stake by 71% in Q1 2022, selling an estimated $562K and leaving 697 shares worth $255K. The position accounts for 0.08% of the portfolio, ranked #129.

Legacy Capital Partners first reported a position in LULU in Q3 2019 and has held it in 11 quarters since. The position peaked at $948K in Q4 2021. 975 funds tracked by Wall St. Rank hold LULU as of Q1 2022.

  • Legacy Capital Partners held 697 shares of lululemon athletica worth $255K as of Q1 2022.
  • Legacy Capital Partners sold 1,726 lululemon athletica shares in Q1 2022, an estimated $562K.
  • lululemon athletica made up 0.08% of Legacy Capital Partners's portfolio in Q1 2022, its #129 holding.
  • Legacy Capital Partners first reported a position in lululemon athletica in Q3 2019 and has held it in 11 quarters since.
  • Legacy Capital Partners's lululemon athletica position peaked at $948K in Q4 2021.
  • 975 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2022.

Based on Legacy Capital Partners's 13F filing for Q1 2022, filed 11 Apr 2022.