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Contravisory Investment Management’s lululemon athletica LULU Stock Holding History

Contravisory Investment Management’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
-324
Closed -$127K – 369
2024
Q1 		$127K Sell
324
-2
-0.6% -$925 0.03% 223
2023
Q4 		$167K Buy
+326
New +$141K 0.04% 209
2021
Q2 		– Sell
-13,177
Closed -$4.04M – 284
2021
Q1 		$4.04M Sell
13,177
-765
-5% -$251K 1.26% 39
2020
Q4 		$4.85M Buy
+13,942
New +$4.84M 1.51% 38

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

Contravisory Investment Management's LULU Position: Q2 2024 in Review

Contravisory Investment Management sold out of lululemon athletica (LULU) in Q2 2024, closing a stake of 324 shares — an estimated $127K sold.

Contravisory Investment Management first reported a position in LULU in Q4 2020 and held it in 4 quarters. The position peaked at $4.85M in Q4 2020. 1,073 funds tracked by Wall St. Rank hold LULU as of Q2 2024.

  • Contravisory Investment Management reported no remaining lululemon athletica position as of Q2 2024 after selling out during the quarter.
  • Contravisory Investment Management sold 324 lululemon athletica shares in Q2 2024, an estimated $127K.
  • Contravisory Investment Management first reported a position in lululemon athletica in Q4 2020 and held it in 4 quarters.
  • Contravisory Investment Management's lululemon athletica position peaked at $4.85M in Q4 2020.
  • 1,073 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2024.

Based on Contravisory Investment Management's 13F filing for Q2 2024, filed 10 Jul 2024.