NIM
LULU icon

NuWave Investment Management’s lululemon athletica LULU Stock Holding History

NuWave Investment 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
2021
Q4 		– Sell
-567
Closed -$229K – 372
2021
Q3 		$229K Buy
+567
New +$227K 0.26% 132
2021
Q1 		– Sell
-1,099
Closed -$382K – 367
2020
Q4 		$382K Buy
1,099
+1,097
+54,850% +$381K 0.5% 67
2020
Q3 		$1K Buy
+2
New +$667 ﹤0.01% 482

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

NuWave Investment Management's LULU Position: Q4 2021 in Review

NuWave Investment Management sold out of lululemon athletica (LULU) in Q4 2021, closing a stake of 567 shares — an estimated $229K sold.

NuWave Investment Management first reported a position in LULU in Q3 2020 and held it in 3 quarters. The position peaked at $382K in Q4 2020. 1,055 funds tracked by Wall St. Rank hold LULU as of Q4 2021.

  • NuWave Investment Management reported no remaining lululemon athletica position as of Q4 2021 after selling out during the quarter.
  • NuWave Investment Management sold 567 lululemon athletica shares in Q4 2021, an estimated $229K.
  • NuWave Investment Management first reported a position in lululemon athletica in Q3 2020 and held it in 3 quarters.
  • NuWave Investment Management's lululemon athletica position peaked at $382K in Q4 2020.
  • 1,055 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2021.

Based on NuWave Investment Management's 13F filing for Q4 2021, filed 18 Jan 2022.