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YorkBridge Wealth Partners’s lululemon athletica LULU Stock Holding History

YorkBridge Wealth Partners’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 		$3.27M Hold
10,192
– – 0.83% 28
2022
Q3 		$2.85M Hold
10,192
– – 0.73% 33
2022
Q2 		$2.78M Hold
10,192
– – 0.73% 34
2022
Q1 		$3.72M Buy
+10,192
New +$3.32M 0.82% 31

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

YorkBridge Wealth Partners's LULU Position: Q4 2022 in Review

YorkBridge Wealth Partners held its lululemon athletica (LULU) position steady in Q4 2022 at 10,192 shares worth $3.27M. The position accounts for 0.83% of the portfolio, ranked #28.

YorkBridge Wealth Partners first reported a position in LULU in Q1 2022 and has held it in 4 quarters since. The position peaked at $3.72M in Q1 2022. 1,061 funds tracked by Wall St. Rank hold LULU as of Q4 2022.

  • YorkBridge Wealth Partners held 10,192 shares of lululemon athletica worth $3.27M as of Q4 2022.
  • YorkBridge Wealth Partners left its lululemon athletica share count unchanged in Q4 2022.
  • lululemon athletica made up 0.83% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #28 holding.
  • YorkBridge Wealth Partners first reported a position in lululemon athletica in Q1 2022 and has held it in 4 quarters since.
  • YorkBridge Wealth Partners's lululemon athletica position peaked at $3.72M in Q1 2022.
  • 1,061 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.