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Braun Stacey Associates’s lululemon athletica LULU Stock Holding History

Braun Stacey Associates’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
-41,290
Closed -$16.1M – 124
2024
Q1 		$16.1M Sell
41,290
-9,848
-19% -$4.55M 0.64% 73
2023
Q4 		$26.1M Sell
51,138
-1,946
-4% -$841K 1.17% 23
2023
Q3 		$20.5M Buy
53,084
+4,422
+9% +$1.69M 1% 40
2023
Q2 		$18.4M Buy
+48,662
New +$18M 0.86% 54
2021
Q1 		– Sell
-34,152
Closed -$11.9M – 141
2020
Q4 		$11.9M Sell
34,152
-6,035
-15% -$2.1M 0.53% 90
2020
Q3 		$13.2M Sell
40,187
-20,825
-34% -$6.95M 0.71% 69
2020
Q2 		$19M Sell
61,012
-10,859
-15% -$2.78M 1.1% 21
2020
Q1 		$13.6M Sell
71,871
-8,377
-10% -$1.87M 1.04% 37
2019
Q4 		$18.6M Sell
80,248
-9,881
-11% -$2.11M 1.03% 33
2019
Q3 		$17.4M Buy
90,129
+12,970
+17% +$2.42M 1.09% 32
2019
Q2 		$13.9M Buy
77,159
+16,834
+28% +$2.92M 0.89% 58
2019
Q1 		$9.88M Buy
+60,325
New +$8.81M 0.66% 82

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Braun Stacey Associates's LULU Position: Q2 2024 in Review

Braun Stacey Associates sold out of lululemon athletica (LULU) in Q2 2024, closing a stake of 41,290 shares — an estimated $16.1M sold.

Braun Stacey Associates first reported a position in LULU in Q1 2019 and held it in 12 quarters. The position peaked at $26.1M in Q4 2023. 1,074 funds tracked by Wall St. Rank hold LULU as of Q2 2024.

  • Braun Stacey Associates reported no remaining lululemon athletica position as of Q2 2024 after selling out during the quarter.
  • Braun Stacey Associates sold 41,290 lululemon athletica shares in Q2 2024, an estimated $16.1M.
  • Braun Stacey Associates first reported a position in lululemon athletica in Q1 2019 and held it in 12 quarters.
  • Braun Stacey Associates's lululemon athletica position peaked at $26.1M in Q4 2023.
  • 1,074 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2024.

Based on Braun Stacey Associates's 13F filing for Q2 2024, filed 29 Jul 2024.