Roundview Capital’s lululemon athletica LULU Stock Holding History

Roundview Capital’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	–	Sell	-496	Closed	-$201K	–	302
2021 Q3	$201K	Buy	+496	New	+$199K	0.02%	284

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

Roundview Capital's LULU Position: Q4 2021 in Review

Roundview Capital sold out of lululemon athletica (LULU) in Q4 2021, closing a stake of 496 shares — an estimated $201K sold.

Roundview Capital first reported a position in LULU in Q3 2021 and held it in 1 quarter. The position peaked at $201K in Q3 2021. 1,055 funds tracked by Wall St. Rank hold LULU as of Q4 2021.

Roundview Capital reported no remaining lululemon athletica position as of Q4 2021 after selling out during the quarter.
Roundview Capital sold 496 lululemon athletica shares in Q4 2021, an estimated $201K.
Roundview Capital first reported a position in lululemon athletica in Q3 2021 and held it in 1 quarter.
Roundview Capital's lululemon athletica position peaked at $201K in Q3 2021.
1,055 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2021.

Based on Roundview Capital's 13F filing for Q4 2021, filed 10 Feb 2022.