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Oder Investment Management’s lululemon athletica LULU Stock Holding History

Oder 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
2022
Q2 		– Sell
-970
Closed -$354K – 84
2022
Q1 		$354K Sell
970
-11
-1% -$3.58K 0.4% 65
2021
Q4 		$384K Sell
981
-216
-18% -$92.3K 0.54% 56
2021
Q3 		$484K Sell
1,197
-240
-17% -$96.1K 0.71% 45
2021
Q2 		$524K Hold
1,437
– – 0.68% 41
2021
Q1 		$441K Hold
1,437
– – 0.6% 47
2020
Q4 		$501K Buy
+1,437
New +$499K 0.49% 50

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oder Investment Management's LULU Position: Q2 2022 in Review

Oder Investment Management sold out of lululemon athletica (LULU) in Q2 2022, closing a stake of 970 shares — an estimated $354K sold.

Oder Investment Management first reported a position in LULU in Q4 2020 and held it in 6 quarters. The position peaked at $524K in Q2 2021. 972 funds tracked by Wall St. Rank hold LULU as of Q2 2022.

  • Oder Investment Management reported no remaining lululemon athletica position as of Q2 2022 after selling out during the quarter.
  • Oder Investment Management sold 970 lululemon athletica shares in Q2 2022, an estimated $354K.
  • Oder Investment Management first reported a position in lululemon athletica in Q4 2020 and held it in 6 quarters.
  • Oder Investment Management's lululemon athletica position peaked at $524K in Q2 2021.
  • 972 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2022.

Based on Oder Investment Management's 13F filing for Q2 2022, filed 15 Aug 2022.