Atticus Wealth Management’s lululemon athletica LULU Stock Holding History

Atticus Wealth Management’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	-4	Closed	-$1.56K	–	553
2024 Q1	$1.56K	Hold	4	–	–	﹤0.01%	490
2023 Q4	$2.05K	Hold	4	–	–	﹤0.01%	483
2023 Q3	$1.54K	Hold	4	–	–	﹤0.01%	520
2023 Q2	$1.51K	Buy	+4	New	+$1.48K	﹤0.01%	514
2023 Q1	–	Sell	-5	Closed	-$1.6K	–	567
2022 Q4	$1.6K	Sell	5 -60	-92%	-$19.7K	﹤0.01%	473
2022 Q3	$18K	Hold	65	–	–	0.01%	325
2022 Q2	$18K	Hold	65	–	–	0.01%	354
2022 Q1	$24K	Sell	65 -30	-32%	-$9.76K	0.01%	314
2021 Q4	$37K	Sell	95 -41	-30%	-$17.5K	0.01%	257
2021 Q3	$55K	Buy	136 +46	+51%	+$18.4K	0.02%	224
2021 Q2	$33K	Hold	90	–	–	0.01%	261
2021 Q1	$28K	Buy	90 +53	+143%	+$17.4K	0.01%	253
2020 Q4	$13K	Buy	37 +23	+164%	+$7.99K	0.01%	283
2020 Q3	$5K	Buy	14 +5	+56%	+$1.67K	﹤0.01%	276
2020 Q2	$3K	Hold	9	–	–	﹤0.01%	275
2020 Q1	$2K	Sell	9 -447	-98%	-$100K	﹤0.01%	275
2019 Q4	$106K	Buy	+456	New	+$97.2K	0.07%	130

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

Atticus Wealth Management's LULU Position: Q2 2024 in Review

Atticus Wealth Management sold out of lululemon athletica (LULU) in Q2 2024, closing a stake of 4 shares — an estimated $1.56K sold.

Atticus Wealth Management first reported a position in LULU in Q4 2019 and held it in 17 quarters. The position peaked at $106K in Q4 2019. 1,073 funds tracked by Wall St. Rank hold LULU as of Q2 2024.

Atticus Wealth Management reported no remaining lululemon athletica position as of Q2 2024 after selling out during the quarter.
Atticus Wealth Management sold 4 lululemon athletica shares in Q2 2024, an estimated $1.56K.
Atticus Wealth Management first reported a position in lululemon athletica in Q4 2019 and held it in 17 quarters.
Atticus Wealth Management's lululemon athletica position peaked at $106K in Q4 2019.
1,073 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2024.

Based on Atticus Wealth Management's 13F filing for Q2 2024, filed 17 Jul 2024.