Blue Bell Private Wealth Management’s lululemon athletica LULU Stock Holding History

Blue Bell Private 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	-5	Closed	-$1.95K	–	730
2024 Q1	$1.95K	Hold	5	–	–	﹤0.01%	634
2023 Q4	$2.56K	Hold	5	–	–	﹤0.01%	609
2023 Q3	$1.93K	Sell	5 -13	-72%	-$4.97K	﹤0.01%	575
2023 Q2	$6.81K	Hold	18	–	–	﹤0.01%	461
2023 Q1	$6.55K	Hold	18	–	–	﹤0.01%	430
2022 Q4	$5.77K	Hold	18	–	–	﹤0.01%	445
2022 Q3	$5K	Sell	18 -3	-14%	-$930	﹤0.01%	469
2022 Q2	$6K	Hold	21	–	–	﹤0.01%	475
2022 Q1	$8K	Hold	21	–	–	﹤0.01%	465
2021 Q4	$8K	Buy	+21	New	+$8.97K	﹤0.01%	446

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

Blue Bell Private Wealth Management's LULU Position: Q2 2024 in Review

Blue Bell Private Wealth Management sold out of lululemon athletica (LULU) in Q2 2024, closing a stake of 5 shares — an estimated $1.95K sold.

Blue Bell Private Wealth Management first reported a position in LULU in Q4 2021 and held it in 10 quarters. The position peaked at $8K in Q1 2022. 1,073 funds tracked by Wall St. Rank hold LULU as of Q2 2024.

Blue Bell Private Wealth Management reported no remaining lululemon athletica position as of Q2 2024 after selling out during the quarter.
Blue Bell Private Wealth Management sold 5 lululemon athletica shares in Q2 2024, an estimated $1.95K.
Blue Bell Private Wealth Management first reported a position in lululemon athletica in Q4 2021 and held it in 10 quarters.
Blue Bell Private Wealth Management's lululemon athletica position peaked at $8K in Q1 2022.
1,073 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.