Sycomore Asset Management’s lululemon athletica LULU Stock Holding History

Sycomore Asset 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
2022 Q4	–	Sell	-78	Closed	-$23K	–	104
2022 Q3	$23K	Hold	78	–	–	0.01%	110
2022 Q2	$22K	Sell	78 -10,052	-99%	-$3.22M	0.01%	114
2022 Q1	$3.48M	Sell	10,130 -5,350	-35%	-$1.74M	0.61%	54
2021 Q4	$6.21M	Buy	15,480 +80	+0.5%	+$34.2K	0.96%	26
2021 Q3	$6.38M	Sell	15,400 -7,700	-33%	-$3.08M	0.94%	29
2021 Q2	$8.4M	Buy	23,100 +9,280	+67%	+$3.06M	1.16%	24
2021 Q1	$4.37M	Buy	+13,820	New	+$4.54M	0.85%	47

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

Sycomore Asset Management's LULU Position: Q4 2022 in Review

Sycomore Asset Management sold out of lululemon athletica (LULU) in Q4 2022, closing a stake of 78 shares — an estimated $23K sold.

Sycomore Asset Management first reported a position in LULU in Q1 2021 and held it in 7 quarters. The position peaked at $8.4M in Q2 2021. 1,061 funds tracked by Wall St. Rank hold LULU as of Q4 2022.

Sycomore Asset Management reported no remaining lululemon athletica position as of Q4 2022 after selling out during the quarter.
Sycomore Asset Management sold 78 lululemon athletica shares in Q4 2022, an estimated $23K.
Sycomore Asset Management first reported a position in lululemon athletica in Q1 2021 and held it in 7 quarters.
Sycomore Asset Management's lululemon athletica position peaked at $8.4M in Q2 2021.
1,061 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2022.

Based on Sycomore Asset Management's 13F filing for Q4 2022, filed 5 Jan 2023.