Chapin Davis’s lululemon athletica LULU Stock Holding History

Chapin Davis’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	–	Sell	-1,859	Closed	-$950K	–	238
2023 Q4	$950K	Buy	+1,859	New	+$803K	0.4%	62

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Chapin Davis's LULU Position: Q1 2024 in Review

Chapin Davis sold out of lululemon athletica (LULU) in Q1 2024, closing a stake of 1,859 shares — an estimated $950K sold.

Chapin Davis first reported a position in LULU in Q4 2023 and held it in 1 quarter. The position peaked at $950K in Q4 2023. 1,190 funds tracked by Wall St. Rank hold LULU as of Q1 2024.

Chapin Davis reported no remaining lululemon athletica position as of Q1 2024 after selling out during the quarter.
Chapin Davis sold 1,859 lululemon athletica shares in Q1 2024, an estimated $950K.
Chapin Davis first reported a position in lululemon athletica in Q4 2023 and held it in 1 quarter.
Chapin Davis's lululemon athletica position peaked at $950K in Q4 2023.
1,190 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2024.

Based on Chapin Davis's 13F filing for Q1 2024, filed 18 Apr 2024.