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West Family Investments’s lululemon athletica LULU Stock Holding History

West Family Investments’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
Q1 		– Sell
-593
Closed -$232K – 326
2021
Q4 		$232K Sell
593
-56
-9% -$23.9K 0.06% 265
2021
Q3 		$263K Buy
649
+42
+7% +$16.8K 0.07% 240
2021
Q2 		$222K Buy
+607
New +$200K 0.06% 301

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

West Family Investments's LULU Position: Q1 2022 in Review

West Family Investments sold out of lululemon athletica (LULU) in Q1 2022, closing a stake of 593 shares — an estimated $232K sold.

West Family Investments first reported a position in LULU in Q2 2021 and held it in 3 quarters. The position peaked at $263K in Q3 2021. 976 funds tracked by Wall St. Rank hold LULU as of Q1 2022.

  • West Family Investments reported no remaining lululemon athletica position as of Q1 2022 after selling out during the quarter.
  • West Family Investments sold 593 lululemon athletica shares in Q1 2022, an estimated $232K.
  • West Family Investments first reported a position in lululemon athletica in Q2 2021 and held it in 3 quarters.
  • West Family Investments's lululemon athletica position peaked at $263K in Q3 2021.
  • 976 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2022.

Based on West Family Investments's 13F filing for Q1 2022, filed 13 May 2022.