Bradley Foster & Sargent’s lululemon athletica LULU Stock Holding History

Bradley Foster & Sargent’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	-669	Closed	-$261K	–	456
2024 Q1	$261K	Sell	669 -47	-7%	-$21.7K	﹤0.01%	405
2023 Q4	$366K	Hold	716	–	–	0.01%	376
2023 Q3	$271K	Hold	716	–	–	0.01%	402
2023 Q2	$271K	Hold	716	–	–	0.01%	402
2023 Q1	$261K	Sell	716 -5	-0.7%	-$1.57K	0.01%	390
2022 Q4	$231K	Sell	721 -25	-3%	-$8.22K	0.01%	399
2022 Q3	$209K	Sell	746 -127	-15%	-$39.4K	0.01%	405
2022 Q2	$238K	Hold	873	–	–	0.01%	406
2022 Q1	$319K	Buy	873 +198	+29%	+$64.4K	0.01%	402
2021 Q4	$264K	Buy	+675	New	+$288K	0.01%	404

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

Bradley Foster & Sargent's LULU Position: Q2 2024 in Review

Bradley Foster & Sargent sold out of lululemon athletica (LULU) in Q2 2024, closing a stake of 669 shares — an estimated $261K sold.

Bradley Foster & Sargent first reported a position in LULU in Q4 2021 and held it in 10 quarters. The position peaked at $366K in Q4 2023. 1,073 funds tracked by Wall St. Rank hold LULU as of Q2 2024.

Bradley Foster & Sargent reported no remaining lululemon athletica position as of Q2 2024 after selling out during the quarter.
Bradley Foster & Sargent sold 669 lululemon athletica shares in Q2 2024, an estimated $261K.
Bradley Foster & Sargent first reported a position in lululemon athletica in Q4 2021 and held it in 10 quarters.
Bradley Foster & Sargent's lululemon athletica position peaked at $366K in Q4 2023.
1,073 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2024.

Based on Bradley Foster & Sargent's 13F filing for Q2 2024, filed 9 Aug 2024.