RWB
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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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return