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PFS Investments’s lululemon athletica LULU Stock Holding History

PFS Investments’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
2023
Q2 		$234K Buy
+617
New +$228K ﹤0.01% 475
2022
Q3 		– Sell
-7,913
Closed -$2.16M – 438
2022
Q2 		$2.16M Buy
7,913
+1,972
+33% +$632K 0.04% 263
2022
Q1 		$2.17M Sell
5,941
-4,092
-41% -$1.33M 0.04% 271
2021
Q4 		$3.93M Buy
10,033
+2,309
+30% +$987K 0.08% 218
2021
Q3 		$3.6M Buy
7,724
+2,481
+47% +$994K 0.07% 213
2021
Q2 		$1.98M Buy
5,243
+3,671
+234% +$1.21M 0.05% 247
2021
Q1 		$482K Buy
+1,572
New +$516K 0.01% 295

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return