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Avitas Wealth Management’s lululemon athletica LULU Stock Holding History

Avitas 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
Q4 		$591K Sell
1,546
-38
-2% -$12.4K 0.08% 152
2024
Q3 		$430K Buy
1,584
+123
+8% +$32.6K 0.06% 171
2024
Q2 		$436K Sell
1,461
-95
-6% -$31.8K 0.06% 169
2024
Q1 		$608K Sell
1,556
-17
-1% -$7.86K 0.09% 161
2023
Q4 		$804K Sell
1,573
-11
-0.7% -$4.75K 0.13% 140
2023
Q3 		$611K Sell
1,584
-57
-3% -$21.8K 0.12% 151
2023
Q2 		$621K Sell
1,641
-424
-21% -$156K 0.11% 143
2023
Q1 		$752K Sell
2,065
-81
-4% -$25.4K 0.15% 140
2022
Q4 		$688K Sell
2,146
-14
-0.6% -$4.6K 0.15% 128
2022
Q3 		$604K Buy
2,160
+9
+0.4% +$2.79K 0.14% 133
2022
Q2 		$586K Sell
2,151
-47
-2% -$15.1K 0.13% 137
2022
Q1 		$803K Sell
2,198
-1,707
-44% -$556K 0.14% 138
2021
Q4 		$1.53M Buy
3,905
+120
+3% +$51.3K 0.26% 106
2021
Q3 		$1.53M Sell
3,785
-34
-0.9% -$13.6K 0.28% 113
2021
Q2 		$1.39M Buy
3,819
+132
+4% +$43.5K 0.25% 121
2021
Q1 		$1.13M Buy
3,687
+628
+21% +$206K 0.22% 129
2020
Q4 		$1.06M Buy
3,059
+122
+4% +$42.4K 0.22% 137
2020
Q3 		$967K Buy
2,937
+673
+30% +$225K 0.27% 115
2020
Q2 		$706K Sell
2,264
-202
-8% -$51.7K 0.23% 119
2020
Q1 		$467K Sell
2,466
-2,225
-47% -$498K 0.21% 99
2019
Q4 		$1.09M Sell
4,691
-6
-0.1% -$1.28K 0.28% 103
2019
Q3 		$904K Buy
+4,697
New +$878K 0.25% 109

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Avitas Wealth Management's LULU Position: Q4 2024 in Review

Avitas Wealth Management reduced its lululemon athletica (LULU) stake by 2.4% in Q4 2024, selling an estimated $12.4K and leaving 1,546 shares worth $591K. The position accounts for 0.08% of the portfolio, ranked #152.

Avitas Wealth Management first reported a position in LULU in Q3 2019 and has held it in 22 quarters since. The position peaked at $1.53M in Q3 2021. 1,231 funds tracked by Wall St. Rank hold LULU as of Q4 2024.

  • Avitas Wealth Management held 1,546 shares of lululemon athletica worth $591K as of Q4 2024.
  • Avitas Wealth Management sold 38 lululemon athletica shares in Q4 2024, an estimated $12.4K.
  • lululemon athletica made up 0.08% of Avitas Wealth Management's portfolio in Q4 2024, its #152 holding.
  • Avitas Wealth Management first reported a position in lululemon athletica in Q3 2019 and has held it in 22 quarters since.
  • Avitas Wealth Management's lululemon athletica position peaked at $1.53M in Q3 2021.
  • 1,231 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.