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Choate Investment Advisors’s lululemon athletica LULU Stock Holding History

Choate Investment 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
Q2 		– Sell
-534
Closed -$209K – 394
2024
Q1 		$209K Hold
534
– – 0.01% 387
2023
Q4 		$273K Buy
+534
New +$231K 0.01% 319

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Choate Investment Advisors's LULU Position: Q2 2024 in Review

Choate Investment Advisors sold out of lululemon athletica (LULU) in Q2 2024, closing a stake of 534 shares — an estimated $209K sold.

Choate Investment Advisors first reported a position in LULU in Q4 2023 and held it in 2 quarters. The position peaked at $273K in Q4 2023. 1,073 funds tracked by Wall St. Rank hold LULU as of Q2 2024.

  • Choate Investment Advisors reported no remaining lululemon athletica position as of Q2 2024 after selling out during the quarter.
  • Choate Investment Advisors sold 534 lululemon athletica shares in Q2 2024, an estimated $209K.
  • Choate Investment Advisors first reported a position in lululemon athletica in Q4 2023 and held it in 2 quarters.
  • Choate Investment Advisors's lululemon athletica position peaked at $273K in Q4 2023.
  • 1,073 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2024.

Based on Choate Investment Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.