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Colonial River Investments’s lululemon athletica LULU Stock Holding History

Colonial River Investments’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
-674
Closed -$345K – 201
2023
Q4 		$345K Buy
+674
New +$291K 0.2% 130
2021
Q4 		– Sell
-3,958
Closed -$1.65M – 234
2021
Q3 		$1.65M Buy
+3,958
New +$1.59M 1.16% 43

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

Colonial River Investments's LULU Position: Q1 2024 in Review

Colonial River Investments sold out of lululemon athletica (LULU) in Q1 2024, closing a stake of 674 shares — an estimated $345K sold.

Colonial River Investments first reported a position in LULU in Q3 2021 and held it in 2 quarters. The position peaked at $1.65M in Q3 2021. 1,189 funds tracked by Wall St. Rank hold LULU as of Q1 2024.

  • Colonial River Investments reported no remaining lululemon athletica position as of Q1 2024 after selling out during the quarter.
  • Colonial River Investments sold 674 lululemon athletica shares in Q1 2024, an estimated $345K.
  • Colonial River Investments first reported a position in lululemon athletica in Q3 2021 and held it in 2 quarters.
  • Colonial River Investments's lululemon athletica position peaked at $1.65M in Q3 2021.
  • 1,189 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2024.

Based on Colonial River Investments's 13F filing for Q1 2024, filed 10 May 2024.