R.H. Bluestein & Co’s lululemon athletica LULU Stock Holding History

R.H. Bluestein & Co’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 Q3	$333K	Buy	1,190 +112	+10%	+$34.7K	0.02%	216
2022 Q2	$294K	Buy	+1,078	New	+$345K	0.02%	251
2021 Q1	–	Sell	-873	Closed	-$304K	–	418
2020 Q4	$304K	Sell	873 -12	-1%	-$4.17K	0.01%	283
2020 Q3	$291K	Sell	885 -398	-31%	-$133K	0.01%	252
2020 Q2	$400K	Sell	1,283 -452	-26%	-$116K	0.02%	176
2020 Q1	$329K	Sell	1,735 -600	-26%	-$134K	0.03%	162
2019 Q4	$541K	Buy	+2,335	New	+$498K	0.03%	153
2016 Q1	–	Sell	-61,000	Closed	-$3.2M	–	299
2015 Q4	$3.2M	Buy	+61,000	New	+$3.07M	0.2%	50

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

R.H. Bluestein & Co's LULU Position: Q3 2022 in Review

R.H. Bluestein & Co increased its lululemon athletica (LULU) stake by 10% in Q3 2022, buying an estimated $34.7K and bringing the position to 1,190 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #216.

R.H. Bluestein & Co first reported a position in LULU in Q4 2015 and has held it in 8 quarters since. The position peaked at $3.2M in Q4 2015. 976 funds tracked by Wall St. Rank hold LULU as of Q3 2022.

R.H. Bluestein & Co held 1,190 shares of lululemon athletica worth $333K as of Q3 2022.
R.H. Bluestein & Co bought 112 lululemon athletica shares in Q3 2022, an estimated $34.7K.
lululemon athletica made up 0.02% of R.H. Bluestein & Co's portfolio in Q3 2022, its #216 holding.
R.H. Bluestein & Co first reported a position in lululemon athletica in Q4 2015 and has held it in 8 quarters since.
R.H. Bluestein & Co's lululemon athletica position peaked at $3.2M in Q4 2015.
976 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2022.

Based on R.H. Bluestein & Co's 13F filing for Q3 2022, filed 14 Nov 2022.