Sageworth Trust’s lululemon athletica LULU Stock Holding History

Sageworth Trust’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
2023 Q2	–	Sell	-40	Closed	-$14.6K	–	274
2023 Q1	$14.6K	Buy	+40	New	+$12.5K	﹤0.01%	242

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sageworth Trust's LULU Position: Q2 2023 in Review

Sageworth Trust sold out of lululemon athletica (LULU) in Q2 2023, closing a stake of 40 shares — an estimated $14.6K sold.

Sageworth Trust first reported a position in LULU in Q1 2023 and held it in 1 quarter. The position peaked at $14.6K in Q1 2023. 1,084 funds tracked by Wall St. Rank hold LULU as of Q2 2023.

Sageworth Trust reported no remaining lululemon athletica position as of Q2 2023 after selling out during the quarter.
Sageworth Trust sold 40 lululemon athletica shares in Q2 2023, an estimated $14.6K.
Sageworth Trust first reported a position in lululemon athletica in Q1 2023 and held it in 1 quarter.
Sageworth Trust's lululemon athletica position peaked at $14.6K in Q1 2023.
1,084 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.