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AJ Wealth Strategies’s lululemon athletica LULU Stock Holding History

AJ Wealth Strategies’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 		$242K Buy
+640
New +$236K 0.01% 262

Other funds holding LULU

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AJ Wealth Strategies's LULU Position: Q2 2023 in Review

AJ Wealth Strategies opened a new position in lululemon athletica (LULU) in Q2 2023: 640 shares worth $242K. The stake represents 0.01% of the portfolio and ranks #262 among its holdings.

1,084 funds tracked by Wall St. Rank hold LULU as of Q2 2023.

  • AJ Wealth Strategies held 640 shares of lululemon athletica worth $242K as of Q2 2023.
  • lululemon athletica was a new AJ Wealth Strategies position in Q2 2023.
  • lululemon athletica made up 0.01% of AJ Wealth Strategies's portfolio in Q2 2023, its #262 holding.
  • 1,084 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.