Envestnet Asset Management’s Lulu's Fashion Lounge LVLU Stock Holding History

Envestnet Asset Management’s Portfolio LVLU Stock Details LVLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-677	Closed	-$14.2K	–	4247
2024 Q1	$14.2K	Sell	677 -301	-31%	-$8.62K	﹤0.01%	4152
2023 Q4	$27.3K	Sell	978 -90	-8%	-$2.91K	﹤0.01%	4015
2023 Q3	$32.2K	Buy	1,068 +4	+0.4%	+$138	﹤0.01%	3959
2023 Q2	$40.4K	Sell	1,064 -190	-15%	-$6.94K	﹤0.01%	3889
2023 Q1	$44.8K	Buy	1,254 +321	+34%	+$13.6K	﹤0.01%	3857
2022 Q4	$35.1K	Sell	933 -445	-32%	-$30K	﹤0.01%	3898
2022 Q3	$96K	Buy	1,378 +148	+12%	+$16.2K	﹤0.01%	3743
2022 Q2	$200K	Sell	1,230 -77	-6%	-$13.6K	﹤0.01%	3603
2022 Q1	$133K	Buy	1,307 +406	+45%	+$53K	﹤0.01%	3771
2021 Q4	$138K	Buy	+901	New	+$165K	﹤0.01%	3725

Other funds holding LVLU

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

IVMX

Institutional Venture Management XV Menlo Park, California $75.5M AUM 16.43% 1-Year Est. Return

IVMX

Institutional Venture Management XVI Menlo Park, California $1.18M AUM 156.01% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management's LVLU Position: Q2 2024 in Review

Envestnet Asset Management sold out of Lulu's Fashion Lounge (LVLU) in Q2 2024, closing a stake of 677 shares — an estimated $14.2K sold.

Envestnet Asset Management first reported a position in LVLU in Q4 2021 and held it in 10 quarters. The position peaked at $200K in Q2 2022. 29 funds tracked by Wall St. Rank hold LVLU as of Q2 2024.

Envestnet Asset Management reported no remaining Lulu's Fashion Lounge position as of Q2 2024 after selling out during the quarter.
Envestnet Asset Management sold 677 Lulu's Fashion Lounge shares in Q2 2024, an estimated $14.2K.
Envestnet Asset Management first reported a position in Lulu's Fashion Lounge in Q4 2021 and held it in 10 quarters.
Envestnet Asset Management's Lulu's Fashion Lounge position peaked at $200K in Q2 2022.
29 funds tracked by Wall St. Rank held Lulu's Fashion Lounge as of Q2 2024.

Based on Envestnet Asset Management's 13F filing for Q2 2024, filed 8 Aug 2024.