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Realta Investment Advisors’s lululemon athletica LULU Stock Holding History

Realta Investment 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
Q1 		– Sell
-828
Closed -$324K – 445
2021
Q4 		$324K Sell
828
-19
-2% -$8.12K 0.07% 297
2021
Q3 		$343K Buy
847
+27
+3% +$10.8K 0.08% 272
2021
Q2 		$299K Sell
820
-125
-13% -$41.2K 0.07% 289
2021
Q1 		$290K Sell
945
-52
-5% -$17.1K 0.08% 285
2020
Q4 		$347K Sell
997
-5
-0.5% -$1.74K 0.1% 224
2020
Q3 		$330K Sell
1,002
-45
-4% -$15K 0.11% 211
2020
Q2 		$327K Sell
1,047
-585
-36% -$150K 0.11% 235
2020
Q1 		$309K Buy
1,632
+944
+137% +$211K 0.13% 201
2019
Q4 		$156K Buy
688
+268
+64% +$57.1K 0.04% 392
2019
Q3 		$82K Sell
420
-252
-38% -$47.1K 0.02% 543
2019
Q2 		$123K Buy
672
+167
+33% +$29K 0.03% 445
2019
Q1 		$81K Buy
+505
New +$73.8K 0.04% 440

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Realta Investment Advisors's LULU Position: Q1 2022 in Review

Realta Investment Advisors sold out of lululemon athletica (LULU) in Q1 2022, closing a stake of 828 shares — an estimated $324K sold.

Realta Investment Advisors first reported a position in LULU in Q1 2019 and held it in 12 quarters. The position peaked at $347K in Q4 2020. 975 funds tracked by Wall St. Rank hold LULU as of Q1 2022.

  • Realta Investment Advisors reported no remaining lululemon athletica position as of Q1 2022 after selling out during the quarter.
  • Realta Investment Advisors sold 828 lululemon athletica shares in Q1 2022, an estimated $324K.
  • Realta Investment Advisors first reported a position in lululemon athletica in Q1 2019 and held it in 12 quarters.
  • Realta Investment Advisors's lululemon athletica position peaked at $347K in Q4 2020.
  • 975 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2022.

Based on Realta Investment Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.