CA
LULU icon

Cetera Advisors’s lululemon athletica LULU Stock Holding History

Cetera Advisors’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 		$3.21M Buy
8,217
+4,912
+149% +$2.27M 0.03% 615
2023
Q4 		$1.69M Sell
3,305
-150
-4% -$64.8K 0.02% 558
2023
Q3 		$1.33M Sell
3,455
-29
-0.8% -$11.1K 0.02% 613
2023
Q2 		$1.32M Buy
3,484
+350
+11% +$129K 0.02% 620
2023
Q1 		$1.14M Sell
3,134
-2,039
-39% -$639K 0.02% 643
2022
Q4 		$1.66M Buy
5,173
+1,573
+44% +$517K 0.03% 500
2022
Q3 		$1.01M Sell
3,600
-270
-7% -$83.7K 0.03% 533
2022
Q2 		$1.05M Sell
3,870
-113
-3% -$36.2K 0.02% 553
2022
Q1 		$1.46M Buy
3,983
+681
+21% +$222K 0.03% 490
2021
Q4 		$1.29M Sell
3,302
-2,061
-38% -$881K 0.03% 511
2021
Q3 		$2.17M Buy
5,363
+1,624
+43% +$650K 0.04% 394
2021
Q2 		$1.36M Sell
3,739
-9
-0.2% -$2.96K 0.03% 449
2021
Q1 		$1.15M Buy
3,748
+207
+6% +$68K 0.03% 438
2020
Q4 		$1.23M Buy
3,541
+109
+3% +$37.9K 0.04% 368
2020
Q3 		$1.13M Buy
3,432
+499
+17% +$167K 0.04% 353
2020
Q2 		$915K Sell
2,933
-65
-2% -$16.6K 0.04% 381
2020
Q1 		$568K Buy
2,998
+286
+11% +$64K 0.03% 435
2019
Q4 		$629K Sell
2,712
-2
-0.1% -$426 0.03% 483
2019
Q3 		$527K Buy
2,714
+145
+6% +$27.1K 0.02% 529
2019
Q2 		$464K Sell
2,569
-405
-14% -$70.3K 0.02% 577
2019
Q1 		$485K Sell
2,974
-158
-5% -$23.1K 0.02% 504
2018
Q4 		$380K Buy
3,132
+196
+7% +$26.3K 0.02% 561
2018
Q3 		$476K Buy
2,936
+342
+13% +$46.9K 0.02% 583
2018
Q2 		$325K Buy
2,594
+23
+0.9% +$2.45K 0.02% 637
2018
Q1 		$230K Sell
2,571
-175
-6% -$14K 0.01% 691
2017
Q4 		$216K Buy
+2,746
New +$183K 0.01% 688
2016
Q4 		– Sell
-3,786
Closed -$229K – 774
2016
Q3 		$229K Buy
3,786
+149
+4% +$11K 0.02% 629
2016
Q2 		$268K Buy
+3,637
New +$241K 0.02% 596

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

Cetera Advisors's LULU Position: Q1 2024 in Review

Cetera Advisors increased its lululemon athletica (LULU) stake by 149% in Q1 2024, buying an estimated $2.27M and bringing the position to 8,217 shares worth $3.21M. The position accounts for 0.03% of the portfolio, ranked #615.

Cetera Advisors first reported a position in LULU in Q2 2016 and has held it in 28 quarters since. 1,189 funds tracked by Wall St. Rank hold LULU as of Q1 2024.

  • Cetera Advisors held 8,217 shares of lululemon athletica worth $3.21M as of Q1 2024.
  • Cetera Advisors bought 4,912 lululemon athletica shares in Q1 2024, an estimated $2.27M.
  • lululemon athletica made up 0.03% of Cetera Advisors's portfolio in Q1 2024, its #615 holding.
  • Cetera Advisors first reported a position in lululemon athletica in Q2 2016 and has held it in 28 quarters since.
  • 1,189 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.