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Momentum Advisors’s lululemon athletica LULU Stock Holding History

Momentum Advisors’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 		$263K Sell
820
-441
-35% -$145K 0.27% 63
2022
Q3 		$353K Buy
+1,261
New +$391K 0.39% 49

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

Momentum Advisors's LULU Position: Q4 2022 in Review

Momentum Advisors reduced its lululemon athletica (LULU) stake by 35% in Q4 2022, selling an estimated $145K and leaving 820 shares worth $263K. The position accounts for 0.27% of the portfolio, ranked #63.

Momentum Advisors first reported a position in LULU in Q3 2022 and has held it in 2 quarters since. The position peaked at $353K in Q3 2022. 1,061 funds tracked by Wall St. Rank hold LULU as of Q4 2022.

  • Momentum Advisors held 820 shares of lululemon athletica worth $263K as of Q4 2022.
  • Momentum Advisors sold 441 lululemon athletica shares in Q4 2022, an estimated $145K.
  • lululemon athletica made up 0.27% of Momentum Advisors's portfolio in Q4 2022, its #63 holding.
  • Momentum Advisors first reported a position in lululemon athletica in Q3 2022 and has held it in 2 quarters since.
  • Momentum Advisors's lululemon athletica position peaked at $353K in Q3 2022.
  • 1,061 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.