Cary Street Partners Investment Advisory’s lululemon athletica LULU Stock Holding History

Cary Street Partners Investment Advisory’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	-1,055	Closed	-$286K	–	659
2024 Q3	$286K	Buy	1,055 +70	+7%	+$18.6K	0.01%	637
2024 Q2	$294K	Buy	985 +213	+28%	+$71.2K	0.01%	599
2024 Q1	$302K	Buy	+772	New	+$357K	0.01%	562
2023 Q4	–	Sell	-365	Closed	-$141K	–	1318
2023 Q3	$141K	Hold	365	–	–	0.01%	634
2023 Q2	$138K	Hold	365	–	–	0.01%	603
2023 Q1	$133K	Sell	365 -30	-8%	-$9.4K	0.01%	548
2022 Q4	$127K	Buy	+395	New	+$130K	0.01%	547

Other funds holding LULU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Cary Street Partners Investment Advisory's LULU Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of lululemon athletica (LULU) in Q4 2024, closing a stake of 1,055 shares — an estimated $286K sold.

Cary Street Partners Investment Advisory first reported a position in LULU in Q4 2022 and held it in 7 quarters. The position peaked at $302K in Q1 2024. 1,233 funds tracked by Wall St. Rank hold LULU as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining lululemon athletica position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 1,055 lululemon athletica shares in Q4 2024, an estimated $286K.
Cary Street Partners Investment Advisory first reported a position in lululemon athletica in Q4 2022 and held it in 7 quarters.
Cary Street Partners Investment Advisory's lululemon athletica position peaked at $302K in Q1 2024.
1,233 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.