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Executive Wealth Management’s lululemon athletica LULU Stock Holding History

Executive 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
Q4 		– Sell
-5,991
Closed -$1.63M – 269
2024
Q3 		$1.63M Buy
+5,991
New +$1.59M 0.13% 124
2024
Q2 		– Sell
-4,958
Closed -$1.91M – 203
2024
Q1 		$1.91M Sell
4,958
-105
-2% -$48.5K 0.17% 108
2023
Q4 		$2.59M Sell
5,063
-215
-4% -$92.9K 0.24% 85
2023
Q3 		$2.04M Sell
5,278
-20
-0.4% -$7.64K 0.21% 91
2023
Q2 		$2.01M Buy
5,298
+1
+0% +$369 0.21% 89
2023
Q1 		$1.93M Buy
5,297
+583
+12% +$183K 0.21% 86
2022
Q4 		$1.51M Buy
4,714
+3,472
+280% +$1.14M 0.19% 93
2022
Q3 		$1.24K Sell
1,242
-2,874
-70% -$891K 0.17% 96
2022
Q2 		$1.12M Sell
4,116
-4,359
-51% -$1.4M 0.15% 96
2022
Q1 		$3.1M Sell
8,475
-277
-3% -$90.2K 0.34% 74
2021
Q4 		$3.42M Buy
8,752
+490
+6% +$209K 0.34% 79
2021
Q3 		$3.34M Buy
8,262
+829
+11% +$332K 0.37% 76
2021
Q2 		$2.71M Buy
7,433
+205
+3% +$67.5K 0.3% 84
2021
Q1 		$2.22M Buy
7,228
+347
+5% +$114K 0.26% 86
2020
Q4 		$2.39M Buy
6,881
+2,566
+59% +$891K 0.29% 82
2020
Q3 		$1.42M Buy
4,315
+614
+17% +$205K 0.2% 84
2020
Q2 		$1.15M Buy
3,701
+687
+23% +$176K 0.17% 76
2020
Q1 		$571K Sell
3,014
-4,418
-59% -$988K 0.1% 94
2019
Q4 		$1.72M Sell
7,432
-1,077
-13% -$230K 0.24% 65
2019
Q3 		$1.64M Sell
8,509
-887
-9% -$166K 0.25% 62
2019
Q2 		$1.69M Buy
9,396
+663
+8% +$115K 0.24% 73
2019
Q1 		$1.43M Buy
8,733
+4,410
+102% +$644K 0.26% 65
2018
Q4 		$526K Buy
+4,323
New +$580K 0.09% 107

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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

Executive Wealth Management's LULU Position: Q4 2024 in Review

Executive Wealth Management sold out of lululemon athletica (LULU) in Q4 2024, closing a stake of 5,991 shares — an estimated $1.63M sold.

Executive Wealth Management first reported a position in LULU in Q4 2018 and held it in 23 quarters. The position peaked at $3.42M in Q4 2021. 1,231 funds tracked by Wall St. Rank hold LULU as of Q4 2024.

  • Executive Wealth Management reported no remaining lululemon athletica position as of Q4 2024 after selling out during the quarter.
  • Executive Wealth Management sold 5,991 lululemon athletica shares in Q4 2024, an estimated $1.63M.
  • Executive Wealth Management first reported a position in lululemon athletica in Q4 2018 and held it in 23 quarters.
  • Executive Wealth Management's lululemon athletica position peaked at $3.42M in Q4 2021.
  • 1,231 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.