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AI-Squared Management’s lululemon athletica LULU Stock Holding History

AI-Squared 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
2024
Q4 		– Sell
-10,400
Closed -$2.82M – 29
2024
Q3 		$2.82M Buy
+10,400
New +$2.76M 1.43% 18

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AI-Squared Management's LULU Position: Q4 2024 in Review

AI-Squared Management sold out of lululemon athletica (LULU) in Q4 2024, closing a stake of 10,400 shares — an estimated $2.82M sold.

AI-Squared Management first reported a position in LULU in Q3 2024 and held it in 1 quarter. The position peaked at $2.82M in Q3 2024. 1,231 funds tracked by Wall St. Rank hold LULU as of Q4 2024.

  • AI-Squared Management reported no remaining lululemon athletica position as of Q4 2024 after selling out during the quarter.
  • AI-Squared Management sold 10,400 lululemon athletica shares in Q4 2024, an estimated $2.82M.
  • AI-Squared Management first reported a position in lululemon athletica in Q3 2024 and held it in 1 quarter.
  • AI-Squared Management's lululemon athletica position peaked at $2.82M in Q3 2024.
  • 1,231 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2024.

Based on AI-Squared Management's 13F filing for Q4 2024, filed 12 Feb 2025.