Paradigm Financial Advisors’s lululemon athletica LULU Stock Holding History

Paradigm Financial Advisors’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	$1.79M	Buy	4,568 +10	+0.2%	+$4.27K	0.4%	58
2021 Q3	$1.84M	Sell	4,558 -22	-0.5%	-$8.81K	0.43%	53
2021 Q2	$1.67M	Sell	4,580 -24	-0.5%	-$7.9K	0.37%	61
2021 Q1	$1.41M	Buy	4,604 +2,627	+133%	+$862K	0.34%	65
2020 Q4	$688K	Buy	1,977 +991	+101%	+$344K	0.19%	83
2020 Q3	$325K	Sell	986 -2,818	-74%	-$940K	0.09%	96
2020 Q2	$792K	Buy	+3,804	New	+$973K	0.25%	64

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Jennison Associates New York $145B AUM 34.61% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Paradigm Financial Advisors's LULU Position: Q4 2021 in Review

Paradigm Financial Advisors increased its lululemon athletica (LULU) stake by 0.22% in Q4 2021, buying an estimated $4.27K and bringing the position to 4,568 shares worth $1.79M. The position accounts for 0.4% of the portfolio, ranked #58.

Paradigm Financial Advisors first reported a position in LULU in Q2 2020 and has held it in 7 quarters since. The position peaked at $1.84M in Q3 2021. 1,055 funds tracked by Wall St. Rank hold LULU as of Q4 2021.

Paradigm Financial Advisors held 4,568 shares of lululemon athletica worth $1.79M as of Q4 2021.
Paradigm Financial Advisors bought 10 lululemon athletica shares in Q4 2021, an estimated $4.27K.
lululemon athletica made up 0.4% of Paradigm Financial Advisors's portfolio in Q4 2021, its #58 holding.
Paradigm Financial Advisors first reported a position in lululemon athletica in Q2 2020 and has held it in 7 quarters since.
Paradigm Financial Advisors's lululemon athletica position peaked at $1.84M in Q3 2021.
1,055 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.