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Advisory Resource Group’s lululemon athletica LULU Stock Holding History

Advisory Resource Group’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
Q2 		– Sell
-1,801
Closed -$704K – 160
2024
Q1 		$704K Buy
1,801
+86
+5% +$39.8K 0.16% 106
2023
Q4 		$877K Sell
1,715
-180
-9% -$77.8K 0.22% 75
2023
Q3 		$731K Buy
1,895
+112
+6% +$42.8K 0.2% 78
2023
Q2 		$675K Sell
1,783
-69
-4% -$25.5K 0.18% 86
2023
Q1 		$674K Buy
1,852
+257
+16% +$80.6K 0.19% 72
2022
Q4 		$511K Buy
1,595
+142
+10% +$46.7K 0.15% 101
2022
Q3 		$406K Buy
+1,453
New +$450K 0.13% 91
2022
Q1 		– Sell
-655
Closed -$219K – 146
2021
Q4 		$219K Buy
+655
New +$280K 0.07% 138
2021
Q3 		– Sell
-893
Closed -$326K – 153
2021
Q2 		$326K Buy
+893
New +$294K 0.13% 95

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Advisory Resource Group's LULU Position: Q2 2024 in Review

Advisory Resource Group sold out of lululemon athletica (LULU) in Q2 2024, closing a stake of 1,801 shares — an estimated $704K sold.

Advisory Resource Group first reported a position in LULU in Q2 2021 and held it in 9 quarters. The position peaked at $877K in Q4 2023. 1,073 funds tracked by Wall St. Rank hold LULU as of Q2 2024.

  • Advisory Resource Group reported no remaining lululemon athletica position as of Q2 2024 after selling out during the quarter.
  • Advisory Resource Group sold 1,801 lululemon athletica shares in Q2 2024, an estimated $704K.
  • Advisory Resource Group first reported a position in lululemon athletica in Q2 2021 and held it in 9 quarters.
  • Advisory Resource Group's lululemon athletica position peaked at $877K in Q4 2023.
  • 1,073 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2024.

Based on Advisory Resource Group's 13F filing for Q2 2024, filed 24 Jul 2024.