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Cetera Trust Company’s lululemon athletica LULU Stock Holding History

Cetera Trust Company’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
Q3 		– Sell
-12
Closed -$3.58K – 409
2024
Q2 		$3.58K Hold
12
– – ﹤0.01% 391
2024
Q1 		$4.69K Hold
12
– – ﹤0.01% 381
2023
Q4 		$6.13K Buy
+12
New +$5.18K ﹤0.01% 349

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

Cetera Trust Company's LULU Position: Q3 2024 in Review

Cetera Trust Company sold out of lululemon athletica (LULU) in Q3 2024, closing a stake of 12 shares — an estimated $3.58K sold.

Cetera Trust Company first reported a position in LULU in Q4 2023 and held it in 3 quarters. The position peaked at $6.13K in Q4 2023. 1,079 funds tracked by Wall St. Rank hold LULU as of Q3 2024.

  • Cetera Trust Company reported no remaining lululemon athletica position as of Q3 2024 after selling out during the quarter.
  • Cetera Trust Company sold 12 lululemon athletica shares in Q3 2024, an estimated $3.58K.
  • Cetera Trust Company first reported a position in lululemon athletica in Q4 2023 and held it in 3 quarters.
  • Cetera Trust Company's lululemon athletica position peaked at $6.13K in Q4 2023.
  • 1,079 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2024.

Based on Cetera Trust Company's 13F filing for Q3 2024, filed 21 Oct 2024.