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Evermay Wealth Management’s lululemon athletica LULU Stock Holding History

Evermay 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
Q3 		– Sell
-26
Closed -$7.77K – 611
2024
Q2 		$7.77K Hold
26
– – ﹤0.01% 474
2024
Q1 		$10.2K Sell
26
-1
-4% -$462 ﹤0.01% 469
2023
Q4 		$13.8K Buy
27
+1
+4% +$432 ﹤0.01% 419
2023
Q3 		$10K Hold
26
– – ﹤0.01% 427
2023
Q2 		$9.84K Hold
26
– – ﹤0.01% 431
2023
Q1 		$9.47K Buy
+26
New +$8.15K ﹤0.01% 427

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Evermay Wealth Management's LULU Position: Q3 2024 in Review

Evermay Wealth Management sold out of lululemon athletica (LULU) in Q3 2024, closing a stake of 26 shares — an estimated $7.77K sold.

Evermay Wealth Management first reported a position in LULU in Q1 2023 and held it in 6 quarters. The position peaked at $13.8K in Q4 2023. 1,079 funds tracked by Wall St. Rank hold LULU as of Q3 2024.

  • Evermay Wealth Management reported no remaining lululemon athletica position as of Q3 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 26 lululemon athletica shares in Q3 2024, an estimated $7.77K.
  • Evermay Wealth Management first reported a position in lululemon athletica in Q1 2023 and held it in 6 quarters.
  • Evermay Wealth Management's lululemon athletica position peaked at $13.8K in Q4 2023.
  • 1,079 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2024.

Based on Evermay Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.