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Alta Advisers’s lululemon athletica LULU Stock Holding History

Alta Advisers’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
-300
Closed -$81.4K – 303
2024
Q3 		$81.4K Hold
300
– – 0.04% 341
2024
Q2 		$89.6K Hold
300
– – 0.04% 288
2024
Q1 		$117K Hold
300
– – 0.06% 242
2023
Q4 		$153K Hold
300
– – 0.08% 158
2023
Q3 		$116K Hold
300
– – 0.07% 200
2023
Q2 		$114K Hold
300
– – 0.06% 206
2023
Q1 		$109K Hold
300
– – 0.07% 209
2022
Q4 		$96K Hold
300
– – 0.06% 236
2022
Q3 		$84K Buy
+300
New +$93K 0.05% 241

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

Alta Advisers's LULU Position: Q4 2024 in Review

Alta Advisers sold out of lululemon athletica (LULU) in Q4 2024, closing a stake of 300 shares — an estimated $81.4K sold.

Alta Advisers first reported a position in LULU in Q3 2022 and held it in 9 quarters. The position peaked at $153K in Q4 2023. 1,231 funds tracked by Wall St. Rank hold LULU as of Q4 2024.

  • Alta Advisers reported no remaining lululemon athletica position as of Q4 2024 after selling out during the quarter.
  • Alta Advisers sold 300 lululemon athletica shares in Q4 2024, an estimated $81.4K.
  • Alta Advisers first reported a position in lululemon athletica in Q3 2022 and held it in 9 quarters.
  • Alta Advisers's lululemon athletica position peaked at $153K in Q4 2023.
  • 1,231 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2024.

Based on Alta Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.