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Emerald Advisers’s lululemon athletica LULU Stock Holding History

Emerald Advisers’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
-2,167
Closed -$847K – 263
2024
Q1 		$847K Sell
2,167
-341
-14% -$158K 0.03% 150
2023
Q4 		$1.28M Sell
2,508
-999
-28% -$432K 0.05% 142
2023
Q3 		$1.35M Sell
3,507
-46
-1% -$17.6K 0.07% 137
2023
Q2 		$1.34M Sell
3,553
-730
-17% -$269K 0.06% 137
2023
Q1 		$1.56M Sell
4,283
-323
-7% -$101K 0.07% 133
2022
Q4 		$1.48M Buy
4,606
+1,710
+59% +$562K 0.07% 126
2022
Q3 		$810K Sell
2,896
-22
-0.8% -$6.82K 0.04% 145
2022
Q2 		$795K Hold
2,918
– – 0.04% 153
2022
Q1 		$1.07M Buy
2,918
+601
+26% +$196K 0.04% 158
2021
Q4 		$907K Sell
2,317
-26
-1% -$11.1K 0.03% 163
2021
Q3 		$948K Sell
2,343
-16
-0.7% -$6.41K 0.03% 157
2021
Q2 		$861K Hold
2,359
– – 0.03% 165
2021
Q1 		$724K Sell
2,359
-80
-3% -$26.3K 0.03% 170
2020
Q4 		$849K Sell
2,439
-75
-3% -$26K 0.03% 166
2020
Q3 		$828K Buy
2,514
+523
+26% +$175K 0.03% 157
2020
Q2 		$621K Buy
1,991
+191
+11% +$48.8K 0.03% 169
2020
Q1 		$341K Sell
1,800
-860
-32% -$192K 0.02% 185
2019
Q4 		$616K Sell
2,660
-30
-1% -$6.39K 0.03% 173
2019
Q3 		$518K Buy
2,690
+460
+21% +$86K 0.02% 182
2019
Q2 		$402K Sell
2,230
-1,047
-32% -$182K 0.02% 204
2019
Q1 		$537K Sell
3,277
-168
-5% -$24.5K 0.02% 195
2018
Q4 		$419K Sell
3,445
-726
-17% -$97.3K 0.02% 199
2018
Q3 		$678K Buy
+4,171
New +$572K 0.02% 193
2016
Q4 		– Sell
-10,750
Closed -$656K – 290
2016
Q3 		$656K Buy
+10,750
New +$794K 0.03% 268

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

Emerald Advisers's LULU Position: Q2 2024 in Review

Emerald Advisers sold out of lululemon athletica (LULU) in Q2 2024, closing a stake of 2,167 shares — an estimated $847K sold.

Emerald Advisers first reported a position in LULU in Q3 2016 and held it in 24 quarters. The position peaked at $1.56M in Q1 2023. 1,073 funds tracked by Wall St. Rank hold LULU as of Q2 2024.

  • Emerald Advisers reported no remaining lululemon athletica position as of Q2 2024 after selling out during the quarter.
  • Emerald Advisers sold 2,167 lululemon athletica shares in Q2 2024, an estimated $847K.
  • Emerald Advisers first reported a position in lululemon athletica in Q3 2016 and held it in 24 quarters.
  • Emerald Advisers's lululemon athletica position peaked at $1.56M in Q1 2023.
  • 1,073 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2024.

Based on Emerald Advisers's 13F filing for Q2 2024, filed 6 Aug 2024.