V
LULU icon

Veritable’s lululemon athletica LULU Stock Holding History

Veritable’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
-770
Closed -$247K – 903
2022
Q4 		$247K Sell
770
-7
-0.9% -$2.3K ﹤0.01% 731
2022
Q3 		$217K Sell
777
-1
-0.1% -$310 ﹤0.01% 727
2022
Q2 		$212K Sell
778
-51
-6% -$16.3K ﹤0.01% 796
2022
Q1 		$303K Sell
829
-200
-19% -$65.1K ﹤0.01% 717
2021
Q4 		$403K Buy
1,029
+23
+2% +$9.83K 0.01% 624
2021
Q3 		$407K Buy
1,006
+20
+2% +$8.01K 0.01% 611
2021
Q2 		$360K Buy
986
+18
+2% +$5.93K 0.01% 631
2021
Q1 		$297K Sell
968
-372
-28% -$122K 0.01% 663
2020
Q4 		$466K Buy
1,340
+19
+1% +$6.6K 0.01% 511
2020
Q3 		$435K Sell
1,321
-403
-23% -$134K 0.01% 490
2020
Q2 		$538K Sell
1,724
-67
-4% -$17.1K 0.01% 450
2020
Q1 		$339K Buy
1,791
+247
+16% +$55.3K 0.01% 532
2019
Q4 		$358K Buy
+1,544
New +$329K 0.01% 610
2019
Q3 		– Sell
-1,174
Closed -$212K – 815
2019
Q2 		$212K Buy
+1,174
New +$204K ﹤0.01% 747

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Veritable's LULU Position: Q1 2023 in Review

Veritable sold out of lululemon athletica (LULU) in Q1 2023, closing a stake of 770 shares — an estimated $247K sold.

Veritable first reported a position in LULU in Q2 2019 and held it in 14 quarters. The position peaked at $538K in Q2 2020. 1,060 funds tracked by Wall St. Rank hold LULU as of Q1 2023.

  • Veritable reported no remaining lululemon athletica position as of Q1 2023 after selling out during the quarter.
  • Veritable sold 770 lululemon athletica shares in Q1 2023, an estimated $247K.
  • Veritable first reported a position in lululemon athletica in Q2 2019 and held it in 14 quarters.
  • Veritable's lululemon athletica position peaked at $538K in Q2 2020.
  • 1,060 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2023.

Based on Veritable's 13F filing for Q1 2023, filed 12 May 2023.