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McElhenny Sheffield Capital Management’s lululemon athletica LULU Stock Holding History

McElhenny Sheffield Capital 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
2023
Q1 		– Sell
-2
Closed -$641 – 385
2022
Q4 		$641 Buy
+2
New +$658 ﹤0.01% 615

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

McElhenny Sheffield Capital Management's LULU Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of lululemon athletica (LULU) in Q1 2023, closing a stake of 2 shares — an estimated $641 sold.

McElhenny Sheffield Capital Management first reported a position in LULU in Q4 2022 and held it in 1 quarter. The position peaked at $641 in Q4 2022. 1,060 funds tracked by Wall St. Rank hold LULU as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining lululemon athletica position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 2 lululemon athletica shares in Q1 2023, an estimated $641.
  • McElhenny Sheffield Capital Management first reported a position in lululemon athletica in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's lululemon athletica position peaked at $641 in Q4 2022.
  • 1,060 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.