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
2014 Q1	–	Sell	-5,000	Closed	-$295K	–	972
2013 Q4	$295K	Buy	+5,000	New	+$343K	0.01%	719

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

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.