Wilbanks Smith & Thomas Asset Management’s lululemon athletica LULU Stock Holding History

Wilbanks Smith & Thomas Asset Management’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 Q2	–	Sell	-580	Closed	-$211K	–	523
2023 Q1	$211K	Buy	+580	New	+$182K	0.01%	481
2022 Q2	–	Sell	-591	Closed	-$210K	–	498
2022 Q1	$210K	Buy	591 +73	+14%	+$23.8K	0.01%	471
2021 Q4	$203K	Sell	518 -4	-0.8%	-$1.71K	0.01%	491
2021 Q3	$211K	Buy	+522	New	+$209K	0.01%	472
2021 Q1	–	Sell	-599	Closed	-$208K	–	483
2020 Q4	$208K	Sell	599 -15	-2%	-$5.21K	0.01%	405
2020 Q3	$202K	Buy	+614	New	+$205K	0.01%	369
2018 Q4	–	Sell	-229	Closed	-$37K	–	899
2018 Q3	$37K	Buy	+229	New	+$31.4K	﹤0.01%	745

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's LULU Position: Q2 2023 in Review

Wilbanks Smith & Thomas Asset Management sold out of lululemon athletica (LULU) in Q2 2023, closing a stake of 580 shares — an estimated $211K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in LULU in Q3 2018 and held it in 7 quarters. The position peaked at $211K in Q1 2023. 1,084 funds tracked by Wall St. Rank hold LULU as of Q2 2023.

Wilbanks Smith & Thomas Asset Management reported no remaining lululemon athletica position as of Q2 2023 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 580 lululemon athletica shares in Q2 2023, an estimated $211K.
Wilbanks Smith & Thomas Asset Management first reported a position in lululemon athletica in Q3 2018 and held it in 7 quarters.
Wilbanks Smith & Thomas Asset Management's lululemon athletica position peaked at $211K in Q1 2023.
1,084 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2023.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q2 2023, filed 8 Aug 2023.