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Sheets Smith Wealth Management’s lululemon athletica LULU Stock Holding History

Sheets Smith Wealth Management’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
-998
Closed -$404K – 391
2021
Q3 		$404K Buy
+998
New +$400K 0.05% 248
2020
Q1 		– Sell
-4,100
Closed -$943K – 304
2019
Q4 		$943K Buy
4,100
+543
+15% +$116K 0.18% 129
2019
Q3 		$685K Buy
3,557
+102
+3% +$19.1K 0.14% 159
2019
Q2 		$623K Sell
3,455
-47
-1% -$8.16K 0.13% 170
2019
Q1 		$574K Buy
3,502
+19
+0.5% +$2.77K 0.12% 180
2018
Q4 		$424K Buy
3,483
+724
+26% +$97.1K 0.11% 179
2018
Q3 		$448K Buy
+2,759
New +$378K 0.09% 235

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return