South Shore Capital Advisors’s lululemon athletica LULU Stock Holding History

South Shore Capital Advisors’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 Q3	$527K	Buy	1,884 +11	+0.6%	+$3.41K	1.23%	24
2022 Q2	$511K	Buy	1,873 +2	+0.1%	+$641	1.07%	26
2022 Q1	$683K	Buy	1,871 +106	+6%	+$34.5K	1.11%	22
2021 Q4	$691K	Buy	1,765 +56	+3%	+$23.9K	1.13%	23
2021 Q3	$691K	Hold	1,709	–	–	1.25%	20
2021 Q2	$623K	Sell	1,709 -1,722	-50%	-$567K	1.1%	23
2021 Q1	$1.05M	Sell	3,431 -555	-14%	-$182K	1.05%	21
2020 Q4	$1.39M	Buy	+3,986	New	+$1.38M	1.37%	17

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

South Shore Capital Advisors's LULU Position: Q3 2022 in Review

South Shore Capital Advisors increased its lululemon athletica (LULU) stake by 0.59% in Q3 2022, buying an estimated $3.41K and bringing the position to 1,884 shares worth $527K. The position accounts for 1.23% of the portfolio, ranked #24.

South Shore Capital Advisors first reported a position in LULU in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.39M in Q4 2020. 976 funds tracked by Wall St. Rank hold LULU as of Q3 2022.

South Shore Capital Advisors held 1,884 shares of lululemon athletica worth $527K as of Q3 2022.
South Shore Capital Advisors bought 11 lululemon athletica shares in Q3 2022, an estimated $3.41K.
lululemon athletica made up 1.23% of South Shore Capital Advisors's portfolio in Q3 2022, its #24 holding.
South Shore Capital Advisors first reported a position in lululemon athletica in Q4 2020 and has held it in 8 quarters since.
South Shore Capital Advisors's lululemon athletica position peaked at $1.39M in Q4 2020.
976 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2022.

Based on South Shore Capital Advisors's 13F filing for Q3 2022, filed 17 Oct 2022.