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Next Financial Group’s lululemon athletica LULU Stock Holding History

Next Financial Group’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
2021
Q4 		$794K Buy
2,030
+394
+24% +$168K 0.05% 376
2021
Q3 		$662K Sell
1,636
-45
-3% -$18K 0.05% 371
2021
Q2 		$613K Sell
1,681
-234
-12% -$77.1K 0.05% 389
2021
Q1 		$588K Buy
1,915
+133
+7% +$43.7K 0.05% 372
2020
Q4 		$620K Buy
1,782
+382
+27% +$133K 0.06% 313
2020
Q3 		$461K Buy
1,400
+205
+17% +$68.4K 0.05% 348
2020
Q2 		$373K Buy
1,195
+874
+272% +$224K 0.04% 351
2020
Q1 		$61K Sell
321
-1,225
-79% -$274K 0.01% 917
2019
Q4 		$358K Buy
1,546
+244
+19% +$52K 0.04% 467
2019
Q3 		$251K Buy
1,302
+899
+223% +$168K 0.03% 574
2019
Q2 		$73K Buy
403
+169
+72% +$29.4K 0.01% 1033
2019
Q1 		$38K Buy
234
+19
+9% +$2.77K 0.01% 802
2018
Q4 		$26K Buy
+215
New +$28.8K 0.01% 1011
2017
Q4 		– Sell
-100
Closed -$6K – 912
2017
Q3 		$6K Hold
100
– – ﹤0.01% 1373
2017
Q2 		$6K Hold
100
– – ﹤0.01% 1497
2017
Q1 		$5K Sell
100
-100
-50% -$6.58K ﹤0.01% 1513
2016
Q4 		$13K Buy
200
+160
+400% +$9.54K ﹤0.01% 1540
2016
Q3 		$2K Buy
+40
New +$2.95K ﹤0.01% 2162
2015
Q4 		– Sell
-100
Closed -$5K – 1878
2015
Q3 		$5K Hold
100
– – ﹤0.01% 1422
2015
Q2 		$6K Hold
100
– – ﹤0.01% 1431
2015
Q1 		$6K Hold
100
– – ﹤0.01% 1426
2014
Q4 		$6K Sell
100
-358
-78% -$16.3K ﹤0.01% 1435
2014
Q3 		$19K Buy
+458
New +$18.4K ﹤0.01% 1445

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Next Financial Group's LULU Position: Q4 2021 in Review

Next Financial Group increased its lululemon athletica (LULU) stake by 24% in Q4 2021, buying an estimated $168K and bringing the position to 2,030 shares worth $794K. The position accounts for 0.05% of the portfolio, ranked #376.

Next Financial Group first reported a position in LULU in Q3 2014 and has held it in 23 quarters since. 1,055 funds tracked by Wall St. Rank hold LULU as of Q4 2021.

  • Next Financial Group held 2,030 shares of lululemon athletica worth $794K as of Q4 2021.
  • Next Financial Group bought 394 lululemon athletica shares in Q4 2021, an estimated $168K.
  • lululemon athletica made up 0.05% of Next Financial Group's portfolio in Q4 2021, its #376 holding.
  • Next Financial Group first reported a position in lululemon athletica in Q3 2014 and has held it in 23 quarters since.
  • 1,055 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.