Reilly Financial Advisors’s lululemon athletica LULU Stock Holding History

Reilly Financial 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
2021 Q4	$3K	Hold	7	–	–	﹤0.01%	936
2021 Q3	$3K	Hold	7	–	–	﹤0.01%	821
2021 Q2	$3K	Hold	7	–	–	﹤0.01%	864
2021 Q1	$2K	Buy	+7	New	+$2.3K	﹤0.01%	927
2016 Q3	–	Sell	-300	Closed	-$22K	–	864
2016 Q2	$22K	Hold	300	–	–	﹤0.01%	373
2016 Q1	$20K	Buy	+300	New	+$18K	﹤0.01%	603
2014 Q1	–	Sell	-31	Closed	-$2K	–	829
2013 Q4	$2K	Hold	31	–	–	﹤0.01%	800
2013 Q3	$2K	Sell	31 -100	-76%	-$6.97K	﹤0.01%	698
2013 Q2	$9K	Buy	+131	New	+$9.5K	﹤0.01%	503

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Reilly Financial Advisors's LULU Position: Q4 2021 in Review

Reilly Financial Advisors held its lululemon athletica (LULU) position steady in Q4 2021 at 7 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Reilly Financial Advisors first reported a position in LULU in Q2 2013 and has held it in 9 quarters since. The position peaked at $22K in Q2 2016. 1,056 funds tracked by Wall St. Rank hold LULU as of Q4 2021.

Reilly Financial Advisors held 7 shares of lululemon athletica worth $3K as of Q4 2021.
Reilly Financial Advisors left its lululemon athletica share count unchanged in Q4 2021.
lululemon athletica made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #936 holding.
Reilly Financial Advisors first reported a position in lululemon athletica in Q2 2013 and has held it in 9 quarters since.
Reilly Financial Advisors's lululemon athletica position peaked at $22K in Q2 2016.
1,056 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.