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Azimuth Capital Investment Management’s lululemon athletica LULU Stock Holding History

Azimuth Capital Investment 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
Q3 		– Sell
-20,746
Closed -$6.2M – 306
2024
Q2 		$6.2M Sell
20,746
-3,309
-14% -$1.11M 0.25% 128
2024
Q1 		$9.4M Buy
24,055
+1,817
+8% +$840K 0.39% 85
2023
Q4 		$11.4M Sell
22,238
-167
-0.7% -$72.2K 0.51% 67
2023
Q3 		$8.64M Sell
22,405
-418
-2% -$160K 0.43% 74
2023
Q2 		$8.64M Sell
22,823
-818
-3% -$302K 0.41% 79
2023
Q1 		$8.61M Sell
23,641
-27,135
-53% -$8.51M 0.42% 77
2022
Q4 		$16.3M Sell
50,776
-1,145
-2% -$377K 0.83% 32
2022
Q3 		$14.5M Buy
51,921
+105
+0.2% +$32.6K 0.79% 34
2022
Q2 		$14.1M Buy
+51,816
New +$16.6M 0.71% 41

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Azimuth Capital Investment Management's LULU Position: Q3 2024 in Review

Azimuth Capital Investment Management sold out of lululemon athletica (LULU) in Q3 2024, closing a stake of 20,746 shares — an estimated $6.2M sold.

Azimuth Capital Investment Management first reported a position in LULU in Q2 2022 and held it in 9 quarters. The position peaked at $16.3M in Q4 2022. 1,080 funds tracked by Wall St. Rank hold LULU as of Q3 2024.

  • Azimuth Capital Investment Management reported no remaining lululemon athletica position as of Q3 2024 after selling out during the quarter.
  • Azimuth Capital Investment Management sold 20,746 lululemon athletica shares in Q3 2024, an estimated $6.2M.
  • Azimuth Capital Investment Management first reported a position in lululemon athletica in Q2 2022 and held it in 9 quarters.
  • Azimuth Capital Investment Management's lululemon athletica position peaked at $16.3M in Q4 2022.
  • 1,080 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2024.

Based on Azimuth Capital Investment Management's 13F filing for Q3 2024, filed 12 Nov 2024.