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Loveless Wealth Management’s lululemon athletica LULU Stock Holding History

Loveless 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
2022
Q2 		$575K Buy
2,110
+40
+2% +$12.8K 0.38% 82
2022
Q1 		$756K Sell
2,070
-30
-1% -$9.76K 0.43% 74
2021
Q4 		$822K Hold
2,100
– – 0.45% 69
2021
Q3 		$850K Sell
2,100
-35
-2% -$14K 0.52% 63
2021
Q2 		$779K Buy
2,135
+50
+2% +$16.5K 0.47% 66
2021
Q1 		$639K Buy
2,085
+45
+2% +$14.8K 0.42% 72
2020
Q4 		$710K Sell
2,040
-40
-2% -$13.9K 0.52% 65
2020
Q3 		$685K Sell
2,080
-85
-4% -$28.4K 0.58% 58
2020
Q2 		$676K Buy
2,165
+95
+5% +$24.3K 0.63% 54
2020
Q1 		$392K Buy
2,070
+40
+2% +$8.95K 0.46% 67
2019
Q4 		$472K Buy
+2,030
New +$433K 0.41% 70

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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

Loveless Wealth Management's LULU Position: Q2 2022 in Review

Loveless Wealth Management increased its lululemon athletica (LULU) stake by 1.9% in Q2 2022, buying an estimated $12.8K and bringing the position to 2,110 shares worth $575K. The position accounts for 0.38% of the portfolio, ranked #82.

Loveless Wealth Management first reported a position in LULU in Q4 2019 and has held it in 11 quarters since. The position peaked at $850K in Q3 2021. 972 funds tracked by Wall St. Rank hold LULU as of Q2 2022.

  • Loveless Wealth Management held 2,110 shares of lululemon athletica worth $575K as of Q2 2022.
  • Loveless Wealth Management bought 40 lululemon athletica shares in Q2 2022, an estimated $12.8K.
  • lululemon athletica made up 0.38% of Loveless Wealth Management's portfolio in Q2 2022, its #82 holding.
  • Loveless Wealth Management first reported a position in lululemon athletica in Q4 2019 and has held it in 11 quarters since.
  • Loveless Wealth Management's lululemon athletica position peaked at $850K in Q3 2021.
  • 972 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.