Personal Capital Advisors’s lululemon athletica LULU Stock Holding History

Personal Capital 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
2022 Q4	$279K	Buy	872 +89	+11%	+$29.3K	﹤0.01%	397
2022 Q3	$219K	Buy	+783	New	+$243K	﹤0.01%	421
2022 Q2	–	Sell	-738	Closed	-$270K	–	465
2022 Q1	$270K	Sell	738 -228	-24%	-$74.2K	﹤0.01%	410
2021 Q4	$378K	Sell	966 -131	-12%	-$56K	﹤0.01%	386
2021 Q3	$444K	Buy	1,097 +34	+3%	+$13.6K	﹤0.01%	327
2021 Q2	$388K	Buy	1,063 +63	+6%	+$20.7K	﹤0.01%	349
2021 Q1	$307K	Buy	1,000 +288	+40%	+$94.5K	﹤0.01%	379
2020 Q4	$248K	Sell	712 -276	-28%	-$95.8K	﹤0.01%	414
2020 Q3	$325K	Buy	988 +303	+44%	+$101K	﹤0.01%	317
2020 Q2	$214K	Buy	+685	New	+$175K	﹤0.01%	337
2019 Q4	–	Sell	-1,227	Closed	-$236K	–	406
2019 Q3	$236K	Buy	+1,227	New	+$229K	﹤0.01%	322

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Personal Capital Advisors's LULU Position: Q4 2022 in Review

Personal Capital Advisors increased its lululemon athletica (LULU) stake by 11% in Q4 2022, buying an estimated $29.3K and bringing the position to 872 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Personal Capital Advisors first reported a position in LULU in Q3 2019 and has held it in 11 quarters since. The position peaked at $444K in Q3 2021. 1,060 funds tracked by Wall St. Rank hold LULU as of Q4 2022.

Personal Capital Advisors held 872 shares of lululemon athletica worth $279K as of Q4 2022.
Personal Capital Advisors bought 89 lululemon athletica shares in Q4 2022, an estimated $29.3K.
lululemon athletica made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #397 holding.
Personal Capital Advisors first reported a position in lululemon athletica in Q3 2019 and has held it in 11 quarters since.
Personal Capital Advisors's lululemon athletica position peaked at $444K in Q3 2021.
1,060 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.