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Bollard Group’s lululemon athletica LULU Stock Holding History

Bollard Group’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
Q1 		– Sell
-37
Closed -$19K – 304
2023
Q4 		$19K Hold
37
– – ﹤0.01% 246
2023
Q3 		$14K Hold
37
– – ﹤0.01% 251
2023
Q2 		$14K Hold
37
– – ﹤0.01% 272
2023
Q1 		$14K Hold
37
– – ﹤0.01% 246
2022
Q4 		$12K Hold
37
– – ﹤0.01% 241
2022
Q3 		$10K Hold
37
– – ﹤0.01% 250
2022
Q2 		$10K Sell
37
-741
-95% -$237K ﹤0.01% 260
2022
Q1 		$284K Sell
778
-312
-29% -$102K 0.01% 203
2021
Q4 		$427K Buy
1,090
+37
+4% +$15.8K 0.01% 178
2021
Q3 		$426K Hold
1,053
– – 0.01% 180
2021
Q2 		$384K Hold
1,053
– – 0.01% 177
2021
Q1 		$323K Sell
1,053
-1
-0.1% -$328 0.01% 182
2020
Q4 		$367K Sell
1,054
-200
-16% -$69.5K 0.01% 164
2020
Q3 		$413K Buy
1,254
+200
+19% +$66.7K 0.01% 152
2020
Q2 		$329K Buy
1,054
+854
+427% +$218K 0.01% 155
2020
Q1 		$38K Buy
200
+195
+3,900% +$43.6K ﹤0.01% 182
2019
Q4 		$1K Sell
5
-495
-99% -$106K ﹤0.01% 227
2019
Q3 		$96K Hold
500
– – ﹤0.01% 176
2019
Q2 		$90K Buy
500
+300
+150% +$52.1K ﹤0.01% 195
2019
Q1 		$33K Hold
200
– – ﹤0.01% 220
2018
Q4 		$24K Buy
+200
New +$26.8K ﹤0.01% 226

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bollard Group's LULU Position: Q1 2024 in Review

Bollard Group sold out of lululemon athletica (LULU) in Q1 2024, closing a stake of 37 shares — an estimated $19K sold.

Bollard Group first reported a position in LULU in Q4 2018 and held it in 21 quarters. The position peaked at $427K in Q4 2021. 1,189 funds tracked by Wall St. Rank hold LULU as of Q1 2024.

  • Bollard Group reported no remaining lululemon athletica position as of Q1 2024 after selling out during the quarter.
  • Bollard Group sold 37 lululemon athletica shares in Q1 2024, an estimated $19K.
  • Bollard Group first reported a position in lululemon athletica in Q4 2018 and held it in 21 quarters.
  • Bollard Group's lululemon athletica position peaked at $427K in Q4 2021.
  • 1,189 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2024.

Based on Bollard Group's 13F filing for Q1 2024, filed 13 May 2024.