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Caliber Wealth Management (Utah)’s lululemon athletica LULU Stock Holding History

Caliber Wealth Management (Utah)’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 		$2.13M Sell
5,457
-4
-0.1% -$1.85K 1.13% 39
2023
Q4 		$2.79M Buy
5,461
+159
+3% +$68.7K 1.64% 22
2023
Q3 		$2.04M Buy
5,302
+550
+12% +$210K 1.38% 34
2023
Q2 		$1.8M Buy
4,752
+657
+16% +$242K 1.21% 38
2023
Q1 		$1.49M Buy
4,095
+927
+29% +$291K 1.12% 42
2022
Q4 		$1.01M Sell
3,168
-1,784
-36% -$587K 0.78% 49
2022
Q3 		$1.38M Buy
4,952
+56
+1% +$17.4K 1.09% 43
2022
Q2 		$1.33M Sell
4,896
-28
-0.6% -$8.97K 1.04% 44
2022
Q1 		$1.8M Buy
4,924
+300
+6% +$97.6K 1.15% 42
2021
Q4 		$1.52M Buy
4,624
+666
+17% +$285K 1.05% 43
2021
Q3 		$1.65M Buy
3,958
+144
+4% +$57.7K 1.16% 43
2021
Q2 		$1.39M Sell
3,814
-250
-6% -$82.3K 0.99% 42
2021
Q1 		$1.25M Buy
4,064
+330
+9% +$108K 0.9% 43
2020
Q4 		$1.3M Buy
+3,734
New +$1.3M 1.27% 36

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

Caliber Wealth Management (Utah)'s LULU Position: Q1 2024 in Review

Caliber Wealth Management (Utah) reduced its lululemon athletica (LULU) stake by 0.07% in Q1 2024, selling an estimated $1.85K and leaving 5,457 shares worth $2.13M. The position accounts for 1.13% of the portfolio, ranked #39.

Caliber Wealth Management (Utah) first reported a position in LULU in Q4 2020 and has held it in 14 quarters since. The position peaked at $2.79M in Q4 2023. 1,189 funds tracked by Wall St. Rank hold LULU as of Q1 2024.

  • Caliber Wealth Management (Utah) held 5,457 shares of lululemon athletica worth $2.13M as of Q1 2024.
  • Caliber Wealth Management (Utah) sold 4 lululemon athletica shares in Q1 2024, an estimated $1.85K.
  • lululemon athletica made up 1.13% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #39 holding.
  • Caliber Wealth Management (Utah) first reported a position in lululemon athletica in Q4 2020 and has held it in 14 quarters since.
  • Caliber Wealth Management (Utah)'s lululemon athletica position peaked at $2.79M in Q4 2023.
  • 1,189 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2024.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2024, filed 25 Apr 2024.