Cassady Schiller Wealth Management’s lululemon athletica LULU Stock Holding History

Cassady Schiller Wealth 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	$3.06K	Buy	+8	New	+$2.61K	﹤0.01%	505

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Cassady Schiller Wealth Management's LULU Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in lululemon athletica (LULU) in Q4 2024: 8 shares worth $3.06K. The stake represents ﹤0.01% of the portfolio and ranks #505 among its holdings.

1,231 funds tracked by Wall St. Rank hold LULU as of Q4 2024.

Cassady Schiller Wealth Management held 8 shares of lululemon athletica worth $3.06K as of Q4 2024.
lululemon athletica was a new Cassady Schiller Wealth Management position in Q4 2024.
lululemon athletica made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #505 holding.
1,231 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.