Standard Family Office’s lululemon athletica LULU Stock Holding History

Standard Family Office’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	–	Sell	-24	Closed	-$7K	–	254
2022 Q3	$7K	Buy	+24	New	+$7.44K	﹤0.01%	283
2021 Q3	–	Sell	-2,457	Closed	-$897K	–	326
2021 Q2	$897K	Buy	2,457 +2,450	+35,000%	+$807K	0.19%	54
2021 Q1	$2K	Buy	7 +1	+17%	+$328	﹤0.01%	443
2020 Q4	$2K	Buy	+6	New	+$2.08K	﹤0.01%	448

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

Standard Family Office's LULU Position: Q4 2022 in Review

Standard Family Office sold out of lululemon athletica (LULU) in Q4 2022, closing a stake of 24 shares — an estimated $7K sold.

Standard Family Office first reported a position in LULU in Q4 2020 and held it in 4 quarters. The position peaked at $897K in Q2 2021. 1,061 funds tracked by Wall St. Rank hold LULU as of Q4 2022.

Standard Family Office reported no remaining lululemon athletica position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 24 lululemon athletica shares in Q4 2022, an estimated $7K.
Standard Family Office first reported a position in lululemon athletica in Q4 2020 and held it in 4 quarters.
Standard Family Office's lululemon athletica position peaked at $897K in Q2 2021.
1,061 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.