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Campbell Newman Asset Management’s lululemon athletica LULU Stock Holding History

Campbell Newman Asset 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
Q4 		– Sell
-1,652
Closed -$448K – 107
2024
Q3 		$448K Sell
1,652
-99
-6% -$26.3K 0.03% 102
2024
Q2 		$523K Sell
1,751
-4
-0.2% -$1.34K 0.04% 103
2024
Q1 		$686K Sell
1,755
-9
-0.5% -$4.16K 0.06% 98
2023
Q4 		$902K Buy
1,764
+9
+0.5% +$3.89K 0.08% 91
2023
Q3 		$677K Sell
1,755
-4
-0.2% -$1.53K 0.06% 95
2023
Q2 		$666K Sell
1,759
-16
-0.9% -$5.9K 0.06% 96
2023
Q1 		$646K Hold
1,775
– – 0.06% 97
2022
Q4 		$569K Sell
1,775
-20
-1% -$6.58K 0.06% 101
2022
Q3 		$502K Sell
1,795
-3
-0.2% -$930 0.06% 101
2022
Q2 		$490K Sell
1,798
-24
-1% -$7.69K 0.05% 101
2022
Q1 		$665K Hold
1,822
– – 0.06% 99
2021
Q4 		$713K Sell
1,822
-17
-0.9% -$7.26K 0.06% 100
2021
Q3 		$744K Sell
1,839
-7
-0.4% -$2.8K 0.08% 99
2021
Q2 		$674K Sell
1,846
-456
-20% -$150K 0.07% 102
2021
Q1 		$706K Sell
2,302
-331
-13% -$109K 0.07% 102
2020
Q4 		$916K Sell
2,633
-8
-0.3% -$2.78K 0.1% 86
2020
Q3 		$870K Sell
2,641
-22
-0.8% -$7.34K 0.11% 76
2020
Q2 		$831K Sell
2,663
-7
-0.3% -$1.79K 0.11% 71
2020
Q1 		$506K Buy
+2,670
New +$597K 0.09% 85

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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

Campbell Newman Asset Management's LULU Position: Q4 2024 in Review

Campbell Newman Asset Management sold out of lululemon athletica (LULU) in Q4 2024, closing a stake of 1,652 shares — an estimated $448K sold.

Campbell Newman Asset Management first reported a position in LULU in Q1 2020 and held it in 19 quarters. The position peaked at $916K in Q4 2020. 1,231 funds tracked by Wall St. Rank hold LULU as of Q4 2024.

  • Campbell Newman Asset Management reported no remaining lululemon athletica position as of Q4 2024 after selling out during the quarter.
  • Campbell Newman Asset Management sold 1,652 lululemon athletica shares in Q4 2024, an estimated $448K.
  • Campbell Newman Asset Management first reported a position in lululemon athletica in Q1 2020 and held it in 19 quarters.
  • Campbell Newman Asset Management's lululemon athletica position peaked at $916K in Q4 2020.
  • 1,231 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2024.

Based on Campbell Newman Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.