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Meritage Portfolio Management’s lululemon athletica LULU Stock Holding History

Meritage Portfolio 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
Q4 		– Sell
-22,516
Closed -$6.29M – 321
2022
Q3 		$6.29M Sell
22,516
-200
-0.9% -$62K 0.52% 55
2022
Q2 		$6.19M Buy
+22,716
New +$7.28M 0.48% 64

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Meritage Portfolio Management's LULU Position: Q4 2022 in Review

Meritage Portfolio Management sold out of lululemon athletica (LULU) in Q4 2022, closing a stake of 22,516 shares — an estimated $6.29M sold.

Meritage Portfolio Management first reported a position in LULU in Q2 2022 and held it in 2 quarters. The position peaked at $6.29M in Q3 2022. 1,061 funds tracked by Wall St. Rank hold LULU as of Q4 2022.

  • Meritage Portfolio Management reported no remaining lululemon athletica position as of Q4 2022 after selling out during the quarter.
  • Meritage Portfolio Management sold 22,516 lululemon athletica shares in Q4 2022, an estimated $6.29M.
  • Meritage Portfolio Management first reported a position in lululemon athletica in Q2 2022 and held it in 2 quarters.
  • Meritage Portfolio Management's lululemon athletica position peaked at $6.29M in Q3 2022.
  • 1,061 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2022.

Based on Meritage Portfolio Management's 13F filing for Q4 2022, filed 1 Feb 2023.