Yorktown Management & Research Company’s lululemon athletica LULU Stock Holding History

Yorktown Management & Research Company’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	-720	Closed	-$282K	–	244
2021 Q4	$282K	Hold	720	–	–	0.19%	204
2021 Q3	$291K	Hold	720	–	–	0.22%	180
2021 Q2	$263K	Buy	+720	New	+$237K	0.21%	205
2014 Q1	–	Sell	-3,500	Closed	-$207K	–	469
2013 Q4	$207K	Buy	+3,500	New	+$240K	0.04%	383

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Yorktown Management & Research Company's LULU Position: Q1 2022 in Review

Yorktown Management & Research Company sold out of lululemon athletica (LULU) in Q1 2022, closing a stake of 720 shares — an estimated $282K sold.

Yorktown Management & Research Company first reported a position in LULU in Q4 2013 and held it in 4 quarters. The position peaked at $291K in Q3 2021. 976 funds tracked by Wall St. Rank hold LULU as of Q1 2022.

Yorktown Management & Research Company reported no remaining lululemon athletica position as of Q1 2022 after selling out during the quarter.
Yorktown Management & Research Company sold 720 lululemon athletica shares in Q1 2022, an estimated $282K.
Yorktown Management & Research Company first reported a position in lululemon athletica in Q4 2013 and held it in 4 quarters.
Yorktown Management & Research Company's lululemon athletica position peaked at $291K in Q3 2021.
976 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2022.

Based on Yorktown Management & Research Company's 13F filing for Q1 2022, filed 29 Apr 2022.