BFEC
LULU icon

Benjamin F. Edwards & Company’s lululemon athletica LULU Stock Holding History

Benjamin F. Edwards & Company’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 		$901K Buy
3,018
+389
+15% +$130K 0.02% 547
2024
Q1 		$1.03M Buy
2,629
+731
+39% +$338K 0.02% 502
2023
Q4 		$970K Buy
1,898
+1,671
+736% +$722K 0.02% 507
2023
Q3 		$87K Buy
227
+96
+73% +$36.7K ﹤0.01% 923
2023
Q2 		$50K Buy
131
+114
+671% +$42.1K ﹤0.01% 1084
2023
Q1 		$6K Sell
17
-6
-26% -$1.88K ﹤0.01% 1503
2022
Q4 		$7K Buy
23
+7
+44% +$2.3K ﹤0.01% 1501
2022
Q3 		$4K Sell
16
-298
-95% -$92.4K ﹤0.01% 1600
2022
Q2 		$86K Buy
314
+162
+107% +$51.9K ﹤0.01% 911
2022
Q1 		$56K Buy
+152
New +$49.5K ﹤0.01% 993
2021
Q4 		– Sell
-10
Closed -$4K – 1740
2021
Q3 		$4K Sell
10
-39
-80% -$15.6K ﹤0.01% 1566
2021
Q2 		$18K Hold
49
– – ﹤0.01% 1251
2021
Q1 		$15K Sell
49
-220
-82% -$72.2K ﹤0.01% 1268
2020
Q4 		$94K Buy
269
+19
+8% +$6.6K 0.01% 800
2020
Q3 		$82K Buy
250
+160
+178% +$53.4K 0.01% 792
2020
Q2 		$28K Buy
+90
New +$23K ﹤0.01% 1024
2016
Q1 		– Sell
-420
Closed -$22K – 1155
2015
Q4 		$22K Buy
+420
New +$21.2K ﹤0.01% 668
2014
Q4 		– Sell
-350
Closed -$15K – 1033
2014
Q3 		$15K Buy
350
+150
+75% +$6.04K ﹤0.01% 700
2014
Q2 		$8K Hold
200
– – ﹤0.01% 766
2014
Q1 		$11K Buy
200
+100
+100% +$4.99K ﹤0.01% 675
2013
Q4 		$6K Buy
+100
New +$6.87K ﹤0.01% 730

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Benjamin F. Edwards & Company's LULU Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its lululemon athletica (LULU) stake by 15% in Q2 2024, buying an estimated $130K and bringing the position to 3,018 shares worth $901K. The position accounts for 0.02% of the portfolio, ranked #547.

Benjamin F. Edwards & Company first reported a position in LULU in Q4 2013 and has held it in 21 quarters since. The position peaked at $1.03M in Q1 2024. 1,076 funds tracked by Wall St. Rank hold LULU as of Q2 2024.

  • Benjamin F. Edwards & Company held 3,018 shares of lululemon athletica worth $901K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 389 lululemon athletica shares in Q2 2024, an estimated $130K.
  • lululemon athletica made up 0.02% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #547 holding.
  • Benjamin F. Edwards & Company first reported a position in lululemon athletica in Q4 2013 and has held it in 21 quarters since.
  • Benjamin F. Edwards & Company's lululemon athletica position peaked at $1.03M in Q1 2024.
  • 1,076 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.