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Wagner Wealth Management (South Carolina)’s lululemon athletica LULU Stock Holding History

Wagner Wealth Management (South Carolina)’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
-27
Closed -$8K – 510
2022
Q3 		$8K Hold
27
– – 0.01% 453
2022
Q2 		$7K Buy
+27
New +$8.65K 0.01% 494
2022
Q1 		– Sell
-27
Closed -$11K – 460
2021
Q4 		$11K Hold
27
– – 0.01% 480
2021
Q3 		$13K Buy
+27
New +$10.8K 0.01% 436

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s LULU Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of lululemon athletica (LULU) in Q4 2022, closing a stake of 27 shares — an estimated $8K sold.

Wagner Wealth Management (South Carolina) first reported a position in LULU in Q3 2021 and held it in 4 quarters. The position peaked at $13K in Q3 2021. 1,062 funds tracked by Wall St. Rank hold LULU as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining lululemon athletica position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 27 lululemon athletica shares in Q4 2022, an estimated $8K.
  • Wagner Wealth Management (South Carolina) first reported a position in lululemon athletica in Q3 2021 and held it in 4 quarters.
  • Wagner Wealth Management (South Carolina)'s lululemon athletica position peaked at $13K in Q3 2021.
  • 1,062 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.