RMR Wealth Builders’s lululemon athletica LULU Stock Holding History

RMR Wealth Builders’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	–	Sell	-1,921	Closed	-$524K	–	205
2022 Q2	$524K	Buy	1,921 +42	+2%	+$13.5K	0.13%	102
2022 Q1	$686K	Buy	+1,879	New	+$612K	0.15%	94
2021 Q4	–	Sell	-1,877	Closed	-$760K	–	167
2021 Q3	$760K	Hold	1,877	–	–	0.22%	71
2021 Q2	$685K	Hold	1,877	–	–	0.22%	73
2021 Q1	$576K	Hold	1,877	–	–	0.15%	91
2020 Q4	$653K	Sell	1,877 -2	-0.1%	-$695	0.32%	63
2020 Q3	$619K	Buy	1,879 +2	+0.1%	+$667	0.16%	98
2020 Q2	$586K	Buy	+1,877	New	+$480K	0.52%	43
2019 Q4	$435K	Buy	+1,877	New	+$400K	0.42%	50

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

RMR Wealth Builders's LULU Position: Q3 2022 in Review

RMR Wealth Builders sold out of lululemon athletica (LULU) in Q3 2022, closing a stake of 1,921 shares — an estimated $524K sold.

RMR Wealth Builders first reported a position in LULU in Q4 2019 and held it in 9 quarters. The position peaked at $760K in Q3 2021. 976 funds tracked by Wall St. Rank hold LULU as of Q3 2022.

RMR Wealth Builders reported no remaining lululemon athletica position as of Q3 2022 after selling out during the quarter.
RMR Wealth Builders sold 1,921 lululemon athletica shares in Q3 2022, an estimated $524K.
RMR Wealth Builders first reported a position in lululemon athletica in Q4 2019 and held it in 9 quarters.
RMR Wealth Builders's lululemon athletica position peaked at $760K in Q3 2021.
976 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2022.

Based on RMR Wealth Builders's 13F filing for Q3 2022, filed 8 Nov 2022.