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Accuvest Global Advisors’s lululemon athletica LULU Stock Holding History

Accuvest Global Advisors’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
2024
Q1 		– Sell
-5,908
Closed -$3.02M – 121
2023
Q4 		$3.02M Sell
5,908
-703
-11% -$304K 3.22% 10
2023
Q3 		$2.55M Buy
6,611
+499
+8% +$191K 1.4% 24
2023
Q2 		$2.31M Buy
6,112
+2,950
+93% +$1.09M 1.19% 27
2023
Q1 		$1.15M Sell
3,162
-11,426
-78% -$3.58M 0.52% 40
2022
Q4 		$4.67M Buy
14,588
+8,157
+127% +$2.68M 1.55% 15
2022
Q3 		$1.8M Buy
+6,431
New +$1.99M 1.23% 26
2022
Q1 		– Sell
-9,655
Closed -$3.78M – 112
2021
Q4 		$3.78M Buy
9,655
+2,025
+27% +$865K 1.66% 18
2021
Q3 		$3.09M Buy
7,630
+5,276
+224% +$2.11M 1.46% 26
2021
Q2 		$859K Sell
2,354
-1,149
-33% -$378K 0.43% 49
2021
Q1 		$1.07M Buy
+3,503
New +$1.15M 0.58% 51
2020
Q3 		– Sell
-44
Closed -$14K – 46
2020
Q2 		$14K Sell
44
-10
-19% -$2.56K 0.04% 39
2020
Q1 		$10K Sell
54
-6
-10% -$1.34K 0.03% 44
2019
Q4 		$14K Sell
60
-6
-9% -$1.28K 0.03% 32
2019
Q3 		$13K Sell
66
-10,365
-99% -$1.94M 0.03% 41
2019
Q2 		$1.88M Buy
10,431
+2,645
+34% +$459K 1.1% 19
2019
Q1 		$1.28M Buy
7,786
+1,968
+34% +$287K 0.69% 40
2018
Q4 		$708K Buy
5,818
+2,523
+77% +$338K 0.37% 47
2018
Q3 		$535K Buy
+3,295
New +$452K 0.2% 77

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Accuvest Global Advisors's LULU Position: Q1 2024 in Review

Accuvest Global Advisors sold out of lululemon athletica (LULU) in Q1 2024, closing a stake of 5,908 shares — an estimated $3.02M sold.

Accuvest Global Advisors first reported a position in LULU in Q3 2018 and held it in 18 quarters. The position peaked at $4.67M in Q4 2022. 1,189 funds tracked by Wall St. Rank hold LULU as of Q1 2024.

  • Accuvest Global Advisors reported no remaining lululemon athletica position as of Q1 2024 after selling out during the quarter.
  • Accuvest Global Advisors sold 5,908 lululemon athletica shares in Q1 2024, an estimated $3.02M.
  • Accuvest Global Advisors first reported a position in lululemon athletica in Q3 2018 and held it in 18 quarters.
  • Accuvest Global Advisors's lululemon athletica position peaked at $4.67M in Q4 2022.
  • 1,189 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2024.

Based on Accuvest Global Advisors's 13F filing for Q1 2024, filed 14 May 2024.