Sargent Bickham Lagudis’s lululemon athletica LULU Stock Holding History

Sargent Bickham Lagudis’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 Q4	$13.1K	Hold	41	–	–	﹤0.01%	682
2022 Q3	$11K	Sell	41 -5	-11%	-$1.55K	﹤0.01%	678
2022 Q2	$12K	Sell	46 -15	-25%	-$4.81K	﹤0.01%	671
2022 Q1	$22K	Sell	61 -40	-40%	-$13K	﹤0.01%	587
2021 Q4	$40K	Hold	101	–	–	﹤0.01%	493
2021 Q3	$41K	Buy	101 +12	+13%	+$4.81K	﹤0.01%	482
2021 Q2	$32K	Hold	89	–	–	﹤0.01%	529
2021 Q1	$27K	Hold	89	–	–	﹤0.01%	543
2020 Q4	$31K	Hold	89	–	–	﹤0.01%	491
2020 Q3	$29K	Buy	89 +2	+2%	+$667	﹤0.01%	455
2020 Q2	$27K	Buy	87 +37	+74%	+$9.46K	﹤0.01%	446
2020 Q1	$9K	Buy	50 +49	+4,900%	+$11K	﹤0.01%	569
2019 Q4	$0	Hold	1	–	–	﹤0.01%	863
2019 Q3	$0	Hold	1	–	–	﹤0.01%	751
2019 Q2	$0	Hold	1	–	–	﹤0.01%	786
2019 Q1	$0	Buy	+1	New	+$146	﹤0.01%	823

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Sargent Bickham Lagudis's LULU Position: Q4 2022 in Review

Sargent Bickham Lagudis held its lululemon athletica (LULU) position steady in Q4 2022 at 41 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Sargent Bickham Lagudis first reported a position in LULU in Q1 2019 and has held it in 16 quarters since. The position peaked at $41K in Q3 2021. 1,061 funds tracked by Wall St. Rank hold LULU as of Q4 2022.

Sargent Bickham Lagudis held 41 shares of lululemon athletica worth $13.1K as of Q4 2022.
Sargent Bickham Lagudis left its lululemon athletica share count unchanged in Q4 2022.
lululemon athletica made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #682 holding.
Sargent Bickham Lagudis first reported a position in lululemon athletica in Q1 2019 and has held it in 16 quarters since.
Sargent Bickham Lagudis's lululemon athletica position peaked at $41K in Q3 2021.
1,061 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.