Annapolis Financial Services’s lululemon athletica LULU Stock Holding History

Annapolis Financial Services’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 Q3	$271K	Hold	1,000	–	–	0.08%	85
2024 Q2	$299K	Hold	1,000	–	–	0.1%	79
2024 Q1	$391K	Hold	1,000	–	–	0.13%	75
2023 Q4	$511K	Hold	1,000	–	–	0.13%	88
2023 Q3	$386K	Hold	1,000	–	–	0.11%	88
2023 Q2	$379K	Hold	1,000	–	–	0.11%	90
2023 Q1	$364K	Hold	1,000	–	–	0.11%	88
2022 Q4	$320K	Hold	1,000	–	–	0.1%	91
2022 Q3	$280K	Hold	1,000	–	–	0.1%	95
2022 Q2	$273K	Hold	1,000	–	–	0.1%	96
2022 Q1	$365K	Hold	1,000	–	–	0.12%	89
2021 Q4	$391K	Hold	1,000	–	–	0.12%	87
2021 Q3	$405K	Hold	1,000	–	–	0.13%	85
2021 Q2	$365K	Hold	1,000	–	–	0.12%	84
2021 Q1	$307K	Hold	1,000	–	–	0.11%	81
2020 Q4	$348K	Buy	+1,000	New	+$347K	0.14%	75

Other funds holding LULU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Annapolis Financial Services's LULU Position: Q3 2024 in Review

Annapolis Financial Services held its lululemon athletica (LULU) position steady in Q3 2024 at 1,000 shares worth $271K. The position accounts for 0.08% of the portfolio, ranked #85.

Annapolis Financial Services first reported a position in LULU in Q4 2020 and has held it in 16 quarters since. The position peaked at $511K in Q4 2023. 1,079 funds tracked by Wall St. Rank hold LULU as of Q3 2024.

Annapolis Financial Services held 1,000 shares of lululemon athletica worth $271K as of Q3 2024.
Annapolis Financial Services left its lululemon athletica share count unchanged in Q3 2024.
lululemon athletica made up 0.08% of Annapolis Financial Services's portfolio in Q3 2024, its #85 holding.
Annapolis Financial Services first reported a position in lululemon athletica in Q4 2020 and has held it in 16 quarters since.
Annapolis Financial Services's lululemon athletica position peaked at $511K in Q4 2023.
1,079 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.