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Carl Stuart Investment Advisor’s lululemon athletica LULU Stock Holding History

Carl Stuart Investment Advisor’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
2023
Q2 		– Sell
-128
Closed -$214K – 39
2023
Q1 		$214K Buy
+128
New +$40.1K 0.2% 33
2022
Q2 		– Sell
-128
Closed -$467K – 66
2022
Q1 		$467K Buy
+128
New +$41.7K 0.03% 70

Other funds holding LULU

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carl Stuart Investment Advisor's LULU Position: Q2 2023 in Review

Carl Stuart Investment Advisor sold out of lululemon athletica (LULU) in Q2 2023, closing a stake of 128 shares — an estimated $214K sold.

Carl Stuart Investment Advisor first reported a position in LULU in Q1 2022 and held it in 2 quarters. The position peaked at $467K in Q1 2022. 1,084 funds tracked by Wall St. Rank hold LULU as of Q2 2023.

  • Carl Stuart Investment Advisor reported no remaining lululemon athletica position as of Q2 2023 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 128 lululemon athletica shares in Q2 2023, an estimated $214K.
  • Carl Stuart Investment Advisor first reported a position in lululemon athletica in Q1 2022 and held it in 2 quarters.
  • Carl Stuart Investment Advisor's lululemon athletica position peaked at $467K in Q1 2022.
  • 1,084 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2023.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2023, filed 19 Jul 2023.