Ownership history in HM PAYSON & CO Β· 12 quarters on record
This page tracks every 13F SEC filing in which HM PAYSON & CO reported a position in LULULEMON ATHLETICA INC (LULU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π HM PAYSON & CO underperformed the S&P 500 by β47.9% annually on this LULU position. Timing score: 67% (4/6 decisions correct). Average cost basis: $302.33. Maximum drawdown during holding period: β56.0%.
β Significantly underperformed the S&P 500 by 47.9% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 6 add/trim decisions correct
Best entry: $177.93 (2025 Q3) Β· Worst: $329.37 (2020 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
2 adds Β· 5 trims. Bought during 1 of 6 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size