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Lenox Wealth Advisors’s lululemon athletica LULU Stock Holding History

Lenox Wealth 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
Q1 		– Sell
-4
Closed -$2K – 899
2021
Q4 		$2K Buy
+4
New +$1.71K ﹤0.01% 735
2020
Q2 		– Sell
-48
Closed -$9K – 708
2020
Q1 		$9K Buy
+48
New +$10.7K ﹤0.01% 357

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

Lenox Wealth Advisors's LULU Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of lululemon athletica (LULU) in Q1 2022, closing a stake of 4 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in LULU in Q1 2020 and held it in 2 quarters. The position peaked at $9K in Q1 2020. 975 funds tracked by Wall St. Rank hold LULU as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining lululemon athletica position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 4 lululemon athletica shares in Q1 2022, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in lululemon athletica in Q1 2020 and held it in 2 quarters.
  • Lenox Wealth Advisors's lululemon athletica position peaked at $9K in Q1 2020.
  • 975 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.