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Arcadia Investment Advisors’s lululemon athletica LULU Stock Holding History

Arcadia Investment Advisors’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
2021
Q3 		– Sell
-2
Closed -$730 – 182
2021
Q2 		$730 Buy
+2
New +$659 ﹤0.01% 198

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Arcadia Investment Advisors's LULU Position: Q3 2021 in Review

Arcadia Investment Advisors sold out of lululemon athletica (LULU) in Q3 2021, closing a stake of 2 shares — an estimated $730 sold.

Arcadia Investment Advisors first reported a position in LULU in Q2 2021 and held it in 1 quarter. The position peaked at $730 in Q2 2021. 950 funds tracked by Wall St. Rank hold LULU as of Q3 2021.

  • Arcadia Investment Advisors reported no remaining lululemon athletica position as of Q3 2021 after selling out during the quarter.
  • Arcadia Investment Advisors sold 2 lululemon athletica shares in Q3 2021, an estimated $730.
  • Arcadia Investment Advisors first reported a position in lululemon athletica in Q2 2021 and held it in 1 quarter.
  • Arcadia Investment Advisors's lululemon athletica position peaked at $730 in Q2 2021.
  • 950 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2021.

Based on Arcadia Investment Advisors's 13F filing for Q3 2021, filed 19 Dec 2024.