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Liberty Wealth Management’s lululemon athletica LULU Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-419
Closed -$179K – 708
2021
Q3 		$179K Buy
419
+229
+121% +$91.7K 0.06% 181
2021
Q2 		$69K Buy
190
+69
+57% +$22.7K 0.03% 265
2021
Q1 		$40K Hold
121
– – 0.02% 324
2020
Q4 		$40K Buy
121
+93
+332% +$32.3K 0.02% 320
2020
Q3 		$9K Sell
28
-17
-38% -$5.67K 0.01% 534
2020
Q2 		$14K Sell
45
-1
-2% -$256 0.01% 439
2020
Q1 		$9K Buy
46
+11
+31% +$2.46K 0.01% 483
2019
Q4 		$8K Buy
35
+21
+150% +$4.48K 0.01% 588
2019
Q3 		$3K Hold
14
– – ﹤0.01% 706
2019
Q2 		$3K Hold
14
– – ﹤0.01% 725
2019
Q1 		$2K Buy
14
+7
+100% +$1.02K ﹤0.01% 635
2018
Q4 		$0 Buy
+7
New +$938 ﹤0.01% 779

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Liberty Wealth Management's LULU Position: Q4 2021 in Review

Liberty Wealth Management sold out of lululemon athletica (LULU) in Q4 2021, closing a stake of 419 shares — an estimated $179K sold.

Liberty Wealth Management first reported a position in LULU in Q4 2018 and held it in 12 quarters. The position peaked at $179K in Q3 2021. 1,055 funds tracked by Wall St. Rank hold LULU as of Q4 2021.

  • Liberty Wealth Management reported no remaining lululemon athletica position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 419 lululemon athletica shares in Q4 2021, an estimated $179K.
  • Liberty Wealth Management first reported a position in lululemon athletica in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's lululemon athletica position peaked at $179K in Q3 2021.
  • 1,055 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.