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Sierra Capital’s lululemon athletica LULU Stock Holding History

Sierra 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
2023
Q1 		– Sell
-258
Closed -$83K – 396
2022
Q4 		$83K Buy
258
+10
+4% +$3.29K 0.01% 229
2022
Q3 		$69K Sell
248
-4
-2% -$1.24K 0.01% 245
2022
Q2 		$69K Hold
252
– – 0.01% 301
2022
Q1 		$92K Buy
252
+63
+33% +$20.5K 0.01% 292
2021
Q4 		$74K Hold
189
– – 0.01% 318
2021
Q3 		$76K Hold
189
– – 0.01% 288
2021
Q2 		$69K Sell
189
-330
-64% -$109K 0.01% 273
2021
Q1 		$159K Buy
+519
New +$170K 0.03% 198

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sierra Capital's LULU Position: Q1 2023 in Review

Sierra Capital sold out of lululemon athletica (LULU) in Q1 2023, closing a stake of 258 shares — an estimated $83K sold.

Sierra Capital first reported a position in LULU in Q1 2021 and held it in 8 quarters. The position peaked at $159K in Q1 2021. 1,060 funds tracked by Wall St. Rank hold LULU as of Q1 2023.

  • Sierra Capital reported no remaining lululemon athletica position as of Q1 2023 after selling out during the quarter.
  • Sierra Capital sold 258 lululemon athletica shares in Q1 2023, an estimated $83K.
  • Sierra Capital first reported a position in lululemon athletica in Q1 2021 and held it in 8 quarters.
  • Sierra Capital's lululemon athletica position peaked at $159K in Q1 2021.
  • 1,060 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.