Accel Wealth Management’s lululemon athletica LULU Stock Holding History

Accel Wealth 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	-45	Closed	-$16.4K	–	564
2023 Q1	$16.4K	Hold	45	–	–	0.01%	764
2022 Q4	$14.4K	Hold	45	–	–	0.01%	626
2022 Q3	$14K	Hold	45	–	–	0.01%	661
2022 Q2	$13K	Sell	45 -17	-27%	-$5.45K	0.01%	642
2022 Q1	$23K	Hold	62	–	–	0.01%	523
2021 Q4	$24K	Buy	62 +17	+38%	+$7.26K	0.01%	533
2021 Q3	$18K	Hold	45	–	–	0.01%	531
2021 Q2	$16K	Hold	45	–	–	0.01%	595
2021 Q1	$14K	Hold	45	–	–	0.01%	592
2020 Q4	$16K	Buy	+45	New	+$15.6K	0.01%	541

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

Accel Wealth Management's LULU Position: Q2 2023 in Review

Accel Wealth Management sold out of lululemon athletica (LULU) in Q2 2023, closing a stake of 45 shares — an estimated $16.4K sold.

Accel Wealth Management first reported a position in LULU in Q4 2020 and held it in 10 quarters. The position peaked at $24K in Q4 2021. 1,084 funds tracked by Wall St. Rank hold LULU as of Q2 2023.

Accel Wealth Management reported no remaining lululemon athletica position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 45 lululemon athletica shares in Q2 2023, an estimated $16.4K.
Accel Wealth Management first reported a position in lululemon athletica in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's lululemon athletica position peaked at $24K in Q4 2021.
1,084 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.