V Wealth Advisors’s lululemon athletica LULU Stock Holding History

V Wealth 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
2023 Q3	$1.54M	Sell	3,986 -2,480	-38%	-$948K	1.23%	18
2023 Q2	$2.45M	Buy	6,466 +98	+2%	+$36.2K	0.41%	47
2023 Q1	$2.32M	Buy	6,368 +293	+5%	+$91.9K	0.43%	45
2022 Q4	$1.95M	Buy	6,075 +1,674	+38%	+$551K	0.4%	52
2022 Q3	$1.23M	Sell	4,401 -267	-6%	-$82.8K	0.25%	92
2022 Q2	$1.27M	Buy	4,668 +1,345	+40%	+$431K	0.24%	105
2022 Q1	$1.21M	Sell	3,323 -7	-0.2%	-$2.28K	0.19%	122
2021 Q4	$1.3M	Sell	3,330 -23	-0.7%	-$9.83K	0.19%	127
2021 Q3	$1.36M	Sell	3,353 -471	-12%	-$189K	0.21%	113
2021 Q2	$1.4M	Sell	3,824 -85	-2%	-$28K	0.22%	107
2021 Q1	$1.2M	Sell	3,909 -370	-9%	-$121K	0.22%	115
2020 Q4	$1.49M	Buy	4,279 +211	+5%	+$73.3K	0.31%	78
2020 Q3	$1.34M	Buy	4,068 +2,351	+137%	+$785K	0.93%	28
2020 Q2	$536K	Sell	1,717 -2,818	-62%	-$721K	0.14%	177
2020 Q1	$860K	Buy	4,535 +2,472	+120%	+$553K	0.27%	97
2019 Q4	$397K	Hold	2,063	–	–	0.14%	170
2019 Q3	$397K	Sell	2,063 -11	-0.5%	-$2.06K	0.14%	170
2019 Q2	$395K	Buy	2,074 +28	+1%	+$4.86K	0.15%	159
2019 Q1	$363K	Buy	+2,046	New	+$299K	0.15%	155

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

V Wealth Advisors's LULU Position: Q3 2023 in Review

V Wealth Advisors reduced its lululemon athletica (LULU) stake by 38% in Q3 2023, selling an estimated $948K and leaving 3,986 shares worth $1.54M. The position accounts for 1.23% of the portfolio, ranked #18.

V Wealth Advisors first reported a position in LULU in Q1 2019 and has held it in 19 quarters since. The position peaked at $2.45M in Q2 2023. 1,085 funds tracked by Wall St. Rank hold LULU as of Q3 2023.

V Wealth Advisors held 3,986 shares of lululemon athletica worth $1.54M as of Q3 2023.
V Wealth Advisors sold 2,480 lululemon athletica shares in Q3 2023, an estimated $948K.
lululemon athletica made up 1.23% of V Wealth Advisors's portfolio in Q3 2023, its #18 holding.
V Wealth Advisors first reported a position in lululemon athletica in Q1 2019 and has held it in 19 quarters since.
V Wealth Advisors's lululemon athletica position peaked at $2.45M in Q2 2023.
1,085 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.