Newfound Research’s lululemon athletica LULU Stock Holding History

Newfound Research’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 Q3	$69K	Sell	248 -4	-2%	-$1.24K	0.17%	88
2022 Q2	$69K	Buy	252 +47	+23%	+$15.1K	0.15%	97
2022 Q1	$75K	Buy	205 +20	+11%	+$6.51K	0.1%	124
2021 Q4	$72K	Sell	185 -126	-41%	-$53.8K	0.09%	119
2021 Q3	$126K	Buy	311 +54	+21%	+$21.6K	0.2%	15
2021 Q2	$94K	Buy	257 +67	+35%	+$22.1K	0.19%	25
2021 Q1	$58K	Buy	+190	New	+$62.4K	0.13%	94
2020 Q4	–	Sell	-144	Closed	-$47K	–	146
2020 Q3	$47K	Buy	+144	New	+$48.1K	0.13%	28

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Newfound Research's LULU Position: Q3 2022 in Review

Newfound Research reduced its lululemon athletica (LULU) stake by 1.6% in Q3 2022, selling an estimated $1.24K and leaving 248 shares worth $69K. The position accounts for 0.17% of the portfolio, ranked #88.

Newfound Research first reported a position in LULU in Q3 2020 and has held it in 8 quarters since. The position peaked at $126K in Q3 2021. 976 funds tracked by Wall St. Rank hold LULU as of Q3 2022.

Newfound Research held 248 shares of lululemon athletica worth $69K as of Q3 2022.
Newfound Research sold 4 lululemon athletica shares in Q3 2022, an estimated $1.24K.
lululemon athletica made up 0.17% of Newfound Research's portfolio in Q3 2022, its #88 holding.
Newfound Research first reported a position in lululemon athletica in Q3 2020 and has held it in 8 quarters since.
Newfound Research's lululemon athletica position peaked at $126K in Q3 2021.
976 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2022.

Based on Newfound Research's 13F filing for Q3 2022, filed 13 Oct 2022.