Level Four Advisory Services’s lululemon athletica LULU Stock Holding History

Level Four Advisory Services’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 Q2	–	Sell	-603	Closed	-$220K	–	613
2022 Q1	$220K	Sell	603 -265	-31%	-$86.2K	0.02%	578
2021 Q4	$340K	Buy	+868	New	+$371K	0.03%	492
2021 Q1	–	Sell	-1,812	Closed	-$631K	–	648
2020 Q4	$631K	Buy	1,812 +2	+0.1%	+$695	0.05%	321
2020 Q3	$596K	Buy	+1,810	New	+$604K	0.05%	319

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Level Four Advisory Services's LULU Position: Q2 2022 in Review

Level Four Advisory Services sold out of lululemon athletica (LULU) in Q2 2022, closing a stake of 603 shares — an estimated $220K sold.

Level Four Advisory Services first reported a position in LULU in Q3 2020 and held it in 4 quarters. The position peaked at $631K in Q4 2020. 972 funds tracked by Wall St. Rank hold LULU as of Q2 2022.

Level Four Advisory Services reported no remaining lululemon athletica position as of Q2 2022 after selling out during the quarter.
Level Four Advisory Services sold 603 lululemon athletica shares in Q2 2022, an estimated $220K.
Level Four Advisory Services first reported a position in lululemon athletica in Q3 2020 and held it in 4 quarters.
Level Four Advisory Services's lululemon athletica position peaked at $631K in Q4 2020.
972 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2022.

Based on Level Four Advisory Services's 13F filing for Q2 2022, filed 8 Aug 2022.