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Destination Wealth Management’s lululemon athletica LULU Stock Holding History

Destination Wealth 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
Q1 		– Sell
-421
Closed -$215K – 231
2023
Q4 		$215K Buy
+421
New +$182K 0.01% 188
2019
Q3 		– Sell
-61
Closed -$11K – 339
2019
Q2 		$11K Buy
+61
New +$10.6K ﹤0.01% 428

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

Destination Wealth Management's LULU Position: Q1 2024 in Review

Destination Wealth Management sold out of lululemon athletica (LULU) in Q1 2024, closing a stake of 421 shares — an estimated $215K sold.

Destination Wealth Management first reported a position in LULU in Q2 2019 and held it in 2 quarters. The position peaked at $215K in Q4 2023. 1,189 funds tracked by Wall St. Rank hold LULU as of Q1 2024.

  • Destination Wealth Management reported no remaining lululemon athletica position as of Q1 2024 after selling out during the quarter.
  • Destination Wealth Management sold 421 lululemon athletica shares in Q1 2024, an estimated $215K.
  • Destination Wealth Management first reported a position in lululemon athletica in Q2 2019 and held it in 2 quarters.
  • Destination Wealth Management's lululemon athletica position peaked at $215K in Q4 2023.
  • 1,189 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2024.

Based on Destination Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.