Cooper/Haims Advisors’s lululemon athletica LULU Stock Holding History

Cooper/Haims 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
2023 Q4	–	Sell	-542	Closed	-$209K	–	83
2023 Q3	$209K	Hold	542	–	–	0.16%	69
2023 Q2	$205K	Sell	542 -100	-16%	-$36.9K	0.16%	69
2023 Q1	$234K	Hold	642	–	–	0.19%	60
2022 Q4	$206K	Buy	+642	New	+$211K	0.15%	67
2022 Q2	–	Sell	-710	Closed	-$259K	–	80
2022 Q1	$259K	Hold	710	–	–	0.17%	62
2021 Q4	$278K	Sell	710 -977	-58%	-$418K	0.17%	62
2021 Q3	$644K	Buy	1,687 +710	+73%	+$284K	0.39%	33
2021 Q2	$357K	Hold	977	–	–	0.23%	50
2021 Q1	$300K	Sell	977 -50	-5%	-$16.4K	0.21%	54
2020 Q4	$357K	Buy	1,027 +157	+18%	+$54.5K	0.27%	38
2020 Q3	$287K	Buy	870 +50	+6%	+$16.7K	0.24%	45
2020 Q2	$256K	Buy	+820	New	+$210K	0.21%	42

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Cooper/Haims Advisors's LULU Position: Q4 2023 in Review

Cooper/Haims Advisors sold out of lululemon athletica (LULU) in Q4 2023, closing a stake of 542 shares — an estimated $209K sold.

Cooper/Haims Advisors first reported a position in LULU in Q2 2020 and held it in 12 quarters. The position peaked at $644K in Q3 2021. 1,230 funds tracked by Wall St. Rank hold LULU as of Q4 2023.

Cooper/Haims Advisors reported no remaining lululemon athletica position as of Q4 2023 after selling out during the quarter.
Cooper/Haims Advisors sold 542 lululemon athletica shares in Q4 2023, an estimated $209K.
Cooper/Haims Advisors first reported a position in lululemon athletica in Q2 2020 and held it in 12 quarters.
Cooper/Haims Advisors's lululemon athletica position peaked at $644K in Q3 2021.
1,230 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2023.

Based on Cooper/Haims Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.