Private Advisory Group’s lululemon athletica LULU Stock Holding History

Private Advisory Group’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 Q1	–	Sell	-9,072	Closed	-$3.55M	–	183
2021 Q4	$3.55M	Buy	+9,072	New	+$3.88M	0.67%	38
2020 Q1	–	Sell	-2,112	Closed	-$489K	–	117
2019 Q4	$489K	Sell	2,112 -29	-1%	-$6.18K	0.2%	67
2019 Q3	$412K	Buy	+2,141	New	+$400K	0.18%	80

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

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

Private Advisory Group's LULU Position: Q1 2022 in Review

Private Advisory Group sold out of lululemon athletica (LULU) in Q1 2022, closing a stake of 9,072 shares — an estimated $3.55M sold.

Private Advisory Group first reported a position in LULU in Q3 2019 and held it in 3 quarters. The position peaked at $3.55M in Q4 2021. 975 funds tracked by Wall St. Rank hold LULU as of Q1 2022.

Private Advisory Group reported no remaining lululemon athletica position as of Q1 2022 after selling out during the quarter.
Private Advisory Group sold 9,072 lululemon athletica shares in Q1 2022, an estimated $3.55M.
Private Advisory Group first reported a position in lululemon athletica in Q3 2019 and held it in 3 quarters.
Private Advisory Group's lululemon athletica position peaked at $3.55M in Q4 2021.
975 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2022.

Based on Private Advisory Group's 13F filing for Q1 2022, filed 13 May 2022.