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Meristem Family Wealth’s lululemon athletica LULU Stock Holding History

Meristem Family Wealth’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 		$207K Buy
+567
New +$185K 0.02% 324
2021
Q3 		– Sell
-648
Closed -$237K – 419
2021
Q2 		$237K Buy
+648
New +$213K 0.04% 281

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

Meristem Family Wealth's LULU Position: Q1 2022 in Review

Meristem Family Wealth opened a new position in lululemon athletica (LULU) in Q1 2022: 567 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #324 among its holdings. This is a return to the name: Meristem Family Wealth previously reported a position in LULU as recently as Q2 2021.

Meristem Family Wealth first reported a position in LULU in Q2 2021 and has held it in 2 quarters since. The position peaked at $237K in Q2 2021. 975 funds tracked by Wall St. Rank hold LULU as of Q1 2022.

  • Meristem Family Wealth held 567 shares of lululemon athletica worth $207K as of Q1 2022.
  • lululemon athletica was a new Meristem Family Wealth position in Q1 2022.
  • lululemon athletica made up 0.02% of Meristem Family Wealth's portfolio in Q1 2022, its #324 holding.
  • Meristem Family Wealth first reported a position in lululemon athletica in Q2 2021 and has held it in 2 quarters since.
  • Meristem Family Wealth's lululemon athletica position peaked at $237K in Q2 2021.
  • 975 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.