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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sheets Smith Wealth Management's LULU Position: Q4 2021 in Review

Sheets Smith Wealth Management sold out of lululemon athletica (LULU) in Q4 2021, closing a stake of 998 shares — an estimated $404K sold.

Sheets Smith Wealth Management first reported a position in LULU in Q3 2018 and held it in 7 quarters. The position peaked at $943K in Q4 2019. 1,055 funds tracked by Wall St. Rank hold LULU as of Q4 2021.

Sheets Smith Wealth Management reported no remaining lululemon athletica position as of Q4 2021 after selling out during the quarter.
Sheets Smith Wealth Management sold 998 lululemon athletica shares in Q4 2021, an estimated $404K.
Sheets Smith Wealth Management first reported a position in lululemon athletica in Q3 2018 and held it in 7 quarters.
Sheets Smith Wealth Management's lululemon athletica position peaked at $943K in Q4 2019.
1,055 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2021.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.