Apriem Advisors’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-720
| Closed | -$368K | – | 174 |
|
|
2023
Q4 | $368K | Buy |
+720
| New | +$311K | 0.05% | 110 |
|
|
2023
Q2 | – | Sell |
-670
| Closed | -$244K | – | 150 |
|
|
2023
Q1 | $244K | Sell |
670
-510
| -43% | -$160K | 0.04% | 131 |
|
|
2022
Q4 | $378K | Sell |
1,180
-20
| -2% | -$6.58K | 0.07% | 105 |
|
|
2022
Q3 | $335K | Sell |
1,200
-50
| -4% | -$15.5K | 0.06% | 107 |
|
|
2022
Q2 | $341K | Buy |
1,250
+290
| +30% | +$92.9K | 0.06% | 109 |
|
|
2022
Q1 | $351K | Sell |
960
-110
| -10% | -$35.8K | 0.05% | 110 |
|
|
2021
Q4 | $419K | Buy |
1,070
+10
| +0.9% | +$4.27K | 0.06% | 103 |
|
|
2021
Q3 | $429K | Sell |
1,060
-100
| -9% | -$40.1K | 0.06% | 97 |
|
|
2021
Q2 | $423K | Buy |
1,160
+105
| +10% | +$34.6K | 0.06% | 99 |
|
|
2021
Q1 | $324K | Buy |
1,055
+85
| +9% | +$27.9K | 0.05% | 109 |
|
|
2020
Q4 | $338K | Sell |
970
-180
| -16% | -$62.5K | 0.06% | 98 |
|
|
2020
Q3 | $379K | Buy |
1,150
+350
| +44% | +$117K | 0.07% | 85 |
|
|
2020
Q2 | $250K | Buy |
+800
| New | +$205K | 0.05% | 103 |
|
|
2020
Q1 | – | Sell |
-1,105
| Closed | -$256K | – | 126 |
|
|
2019
Q4 | $256K | Buy |
1,105
+55
| +5% | +$11.7K | 0.05% | 114 |
|
|
2019
Q3 | $202K | Buy |
+1,050
| New | +$196K | 0.04% | 123 |
|
|
2018
Q3 | – | Sell |
-850
| Closed | -$106K | – | 272 |
|
|
2018
Q2 | $106K | Buy |
+850
| New | +$90.6K | 0.02% | 167 |
|
|
2017
Q2 | – | Sell |
-2,000
| Closed | -$104K | – | 362 |
|
|
2017
Q1 | $104K | Buy |
2,000
+100
| +5% | +$6.58K | 0.03% | 169 |
|
|
2016
Q4 | $123K | Buy |
1,900
+200
| +12% | +$11.9K | 0.04% | 147 |
|
|
2016
Q3 | $104K | Sell |
1,700
-1,675
| -50% | -$124K | 0.03% | 163 |
|
|
2016
Q2 | $249K | Sell |
3,375
-24,715
| -88% | -$1.64M | 0.08% | 102 |
|
|
2016
Q1 | $1.9M | Sell |
28,090
-600
| -2% | -$36K | 0.75% | 35 |
|
|
2015
Q4 | $1.5M | Sell |
28,690
-240
| -0.8% | -$12.1K | 0.54% | 40 |
|
|
2015
Q3 | $1.47M | Buy |
28,930
+525
| +2% | +$32K | 0.54% | 40 |
|
|
2015
Q2 | $1.85M | Sell |
28,405
-750
| -3% | -$48.8K | 0.64% | 45 |
|
|
2015
Q1 | $1.87M | Sell |
29,155
-2,125
| -7% | -$136K | 0.65% | 49 |
|
|
2014
Q4 | $1.75M | Buy |
31,280
+6,685
| +27% | +$305K | 0.64% | 46 |
|
|
2014
Q3 | $1.03M | Buy |
24,595
+8,645
| +54% | +$348K | 0.39% | 61 |
|
|
2014
Q2 | $646K | Buy |
15,950
+3,550
| +29% | +$162K | 0.25% | 74 |
|
|
2014
Q1 | $652K | Buy |
12,400
+3,800
| +44% | +$190K | 0.25% | 76 |
|
|
2013
Q4 | $508K | Buy |
8,600
+450
| +6% | +$30.9K | 0.2% | 76 |
|
|
2013
Q3 | $596K | Sell |
8,150
-500
| -6% | -$34.9K | 0.26% | 68 |
|
|
2013
Q2 | $567K | Buy |
+8,650
| New | +$627K | 0.28% | 65 |
|
Other funds holding LULU
Apriem Advisors's LULU Position: Q1 2024 in Review
Apriem Advisors sold out of lululemon athletica (LULU) in Q1 2024, closing a stake of 720 shares — an estimated $368K sold.
Apriem Advisors first reported a position in LULU in Q2 2013 and held it in 32 quarters. The position peaked at $1.9M in Q1 2016. 1,190 funds tracked by Wall St. Rank hold LULU as of Q1 2024.
- Apriem Advisors reported no remaining lululemon athletica position as of Q1 2024 after selling out during the quarter.
- Apriem Advisors sold 720 lululemon athletica shares in Q1 2024, an estimated $368K.
- Apriem Advisors first reported a position in lululemon athletica in Q2 2013 and held it in 32 quarters.
- Apriem Advisors's lululemon athletica position peaked at $1.9M in Q1 2016.
- 1,190 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2024.
Based on Apriem Advisors's 13F filing for Q1 2024, filed 15 May 2024.