Aspire Private Capital’s lululemon athletica LULU Stock Holding History

Aspire Private Capital’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 Q2	–	Sell	-1,694	Closed	-$662K	–	727
2024 Q1	$662K	Buy	1,694 +207	+14%	+$95.7K	0.17%	97
2023 Q4	$760K	Buy	+1,487	New	+$642K	0.23%	69
2022 Q1	–	Sell	-4	Closed	-$2K	–	644
2021 Q4	$2K	Hold	4	–	–	﹤0.01%	527
2021 Q3	$2K	Hold	4	–	–	﹤0.01%	495
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	549
2021 Q1	$1K	Hold	4	–	–	﹤0.01%	510
2020 Q4	$1K	Buy	+4	New	+$1.39K	﹤0.01%	429
2019 Q3	–	Sell	-633	Closed	-$114K	–	513
2019 Q2	$114K	Buy	633 +73	+13%	+$12.7K	0.05%	141
2019 Q1	$92K	Sell	560 -23	-4%	-$3.36K	0.05%	174
2018 Q4	$71K	Buy	+583	New	+$78.2K	0.04%	183

Other funds holding LULU

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Aspire Private Capital's LULU Position: Q2 2024 in Review

Aspire Private Capital sold out of lululemon athletica (LULU) in Q2 2024, closing a stake of 1,694 shares — an estimated $662K sold.

Aspire Private Capital first reported a position in LULU in Q4 2018 and held it in 10 quarters. The position peaked at $760K in Q4 2023. 1,073 funds tracked by Wall St. Rank hold LULU as of Q2 2024.

Aspire Private Capital reported no remaining lululemon athletica position as of Q2 2024 after selling out during the quarter.
Aspire Private Capital sold 1,694 lululemon athletica shares in Q2 2024, an estimated $662K.
Aspire Private Capital first reported a position in lululemon athletica in Q4 2018 and held it in 10 quarters.
Aspire Private Capital's lululemon athletica position peaked at $760K in Q4 2023.
1,073 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2024.

Based on Aspire Private Capital's 13F filing for Q2 2024, filed 15 Jul 2024.