Baldwin Wealth Partners’s lululemon athletica LULU Stock Holding History

Baldwin Wealth Partners’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	-102	Closed	-$30.5K	–	1138
2024 Q2	$30.5K	Sell	102 -80	-44%	-$26.7K	﹤0.01%	417
2024 Q1	$71.1K	Hold	182	–	–	0.01%	313
2023 Q4	$93.1K	Hold	182	–	–	0.01%	284
2023 Q3	$70.2K	Hold	182	–	–	0.01%	348
2023 Q2	$68.9K	Hold	182	–	–	0.01%	372
2023 Q1	$66.3K	Sell	182 -31	-15%	-$9.72K	0.01%	377
2022 Q4	$68.2K	Sell	213 -21	-9%	-$6.91K	0.01%	369
2022 Q3	$65K	Hold	234	–	–	0.01%	292
2022 Q2	$64K	Hold	234	–	–	0.01%	316
2022 Q1	$85K	Hold	234	–	–	0.01%	293
2021 Q4	$92K	Buy	234 +6	+3%	+$2.56K	0.01%	275
2021 Q3	$92K	Sell	228 -7	-3%	-$2.8K	0.01%	271
2021 Q2	$86K	Buy	235 +7	+3%	+$2.31K	0.01%	290
2021 Q1	$70K	Buy	228 +182	+396%	+$59.7K	0.01%	298
2020 Q4	$16K	Hold	46	–	–	﹤0.01%	421
2020 Q3	$15K	Sell	46 -23	-33%	-$7.68K	﹤0.01%	408
2020 Q2	$22K	Buy	69 +17	+33%	+$4.35K	﹤0.01%	381
2020 Q1	$10K	Buy	+52	New	+$11.6K	﹤0.01%	426

Other funds holding LULU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baldwin Wealth Partners's LULU Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of lululemon athletica (LULU) in Q3 2024, closing a stake of 102 shares — an estimated $30.5K sold.

Baldwin Wealth Partners first reported a position in LULU in Q1 2020 and held it in 18 quarters. The position peaked at $93.1K in Q4 2023. 1,079 funds tracked by Wall St. Rank hold LULU as of Q3 2024.

Baldwin Wealth Partners reported no remaining lululemon athletica position as of Q3 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 102 lululemon athletica shares in Q3 2024, an estimated $30.5K.
Baldwin Wealth Partners first reported a position in lululemon athletica in Q1 2020 and held it in 18 quarters.
Baldwin Wealth Partners's lululemon athletica position peaked at $93.1K in Q4 2023.
1,079 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.