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Bridges Investment Management’s lululemon athletica LULU Stock Holding History

Bridges Investment 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
Q3 		– Sell
-671
Closed -$200K – 407
2024
Q2 		$200K Buy
+671
New +$224K ﹤0.01% 384
2019
Q4 		– Sell
-2,660
Closed -$512K – 342
2019
Q3 		$512K Sell
2,660
-1,581
-37% -$295K 0.02% 285
2019
Q2 		$764K Buy
+4,241
New +$737K 0.03% 234

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bridges Investment Management's LULU Position: Q3 2024 in Review

Bridges Investment Management sold out of lululemon athletica (LULU) in Q3 2024, closing a stake of 671 shares — an estimated $200K sold.

Bridges Investment Management first reported a position in LULU in Q2 2019 and held it in 3 quarters. The position peaked at $764K in Q2 2019. 1,079 funds tracked by Wall St. Rank hold LULU as of Q3 2024.

  • Bridges Investment Management reported no remaining lululemon athletica position as of Q3 2024 after selling out during the quarter.
  • Bridges Investment Management sold 671 lululemon athletica shares in Q3 2024, an estimated $200K.
  • Bridges Investment Management first reported a position in lululemon athletica in Q2 2019 and held it in 3 quarters.
  • Bridges Investment Management's lululemon athletica position peaked at $764K in Q2 2019.
  • 1,079 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2024.

Based on Bridges Investment Management's 13F filing for Q3 2024, filed 1 Nov 2024.