Mosaic Advisors’s lululemon athletica LULU Stock Holding History

Mosaic 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 Q1	–	Sell	-725	Closed	-$284K	–	40
2021 Q4	$284K	Buy	+725	New	+$310K	0.21%	42

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mosaic Advisors's LULU Position: Q1 2022 in Review

Mosaic Advisors sold out of lululemon athletica (LULU) in Q1 2022, closing a stake of 725 shares — an estimated $284K sold.

Mosaic Advisors first reported a position in LULU in Q4 2021 and held it in 1 quarter. The position peaked at $284K in Q4 2021. 975 funds tracked by Wall St. Rank hold LULU as of Q1 2022.

Mosaic Advisors reported no remaining lululemon athletica position as of Q1 2022 after selling out during the quarter.
Mosaic Advisors sold 725 lululemon athletica shares in Q1 2022, an estimated $284K.
Mosaic Advisors first reported a position in lululemon athletica in Q4 2021 and held it in 1 quarter.
Mosaic Advisors's lululemon athletica position peaked at $284K in Q4 2021.
975 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2022.

Based on Mosaic Advisors's 13F filing for Q1 2022, filed 13 May 2022.