TriaGen Wealth Management’s lululemon athletica LULU Stock Holding History

TriaGen 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
2023 Q1	–	Sell	-3,400	Closed	-$1.09M	–	175
2022 Q4	$1.09M	Sell	3,400 -3,426	-50%	-$1.13M	0.61%	47
2022 Q3	$1.91M	Buy	+6,826	New	+$2.12M	1.05%	26
2022 Q1	–	Sell	-542	Closed	-$212K	–	187
2021 Q4	$212K	Hold	542	–	–	0.1%	175
2021 Q3	$219K	Buy	542 +2	+0.4%	+$801	0.12%	167
2021 Q2	$216K	Buy	+540	New	+$178K	0.11%	169

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TriaGen Wealth Management's LULU Position: Q1 2023 in Review

TriaGen Wealth Management sold out of lululemon athletica (LULU) in Q1 2023, closing a stake of 3,400 shares — an estimated $1.09M sold.

TriaGen Wealth Management first reported a position in LULU in Q2 2021 and held it in 5 quarters. The position peaked at $1.91M in Q3 2022. 1,060 funds tracked by Wall St. Rank hold LULU as of Q1 2023.

TriaGen Wealth Management reported no remaining lululemon athletica position as of Q1 2023 after selling out during the quarter.
TriaGen Wealth Management sold 3,400 lululemon athletica shares in Q1 2023, an estimated $1.09M.
TriaGen Wealth Management first reported a position in lululemon athletica in Q2 2021 and held it in 5 quarters.
TriaGen Wealth Management's lululemon athletica position peaked at $1.91M in Q3 2022.
1,060 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2023.

Based on TriaGen Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.