Nvest Financial’s lululemon athletica LULU Stock Holding History

Nvest Financial’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 Q2	–	Sell	-1,081	Closed	-$395K	–	61
2022 Q1	$395K	Buy	+1,081	New	+$352K	0.32%	57

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Nvest Financial's LULU Position: Q2 2022 in Review

Nvest Financial sold out of lululemon athletica (LULU) in Q2 2022, closing a stake of 1,081 shares — an estimated $395K sold.

Nvest Financial first reported a position in LULU in Q1 2022 and held it in 1 quarter. The position peaked at $395K in Q1 2022. 972 funds tracked by Wall St. Rank hold LULU as of Q2 2022.

Nvest Financial reported no remaining lululemon athletica position as of Q2 2022 after selling out during the quarter.
Nvest Financial sold 1,081 lululemon athletica shares in Q2 2022, an estimated $395K.
Nvest Financial first reported a position in lululemon athletica in Q1 2022 and held it in 1 quarter.
Nvest Financial's lululemon athletica position peaked at $395K in Q1 2022.
972 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2022.

Based on Nvest Financial's 13F filing for Q2 2022, filed 13 Jul 2022.