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FinTrust Capital Advisors’s lululemon athletica LULU Stock Holding History

FinTrust Capital Advisors’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 		$19K Sell
70
-2
-3% -$531 ﹤0.01% 826
2024
Q2 		$21.5K Sell
72
-21
-23% -$7.02K ﹤0.01% 754
2024
Q1 		$36.3K Sell
93
-20
-18% -$9.24K 0.01% 618
2023
Q4 		$57.8K Buy
113
+38
+51% +$16.4K 0.01% 456
2023
Q3 		$28.9K Sell
75
-59
-44% -$22.5K 0.01% 578
2023
Q2 		$42.9K Hold
134
– – 0.01% 475
2023
Q1 		$42.9K Hold
134
– – 0.01% 474
2022
Q4 		$42.9K Sell
134
-12
-8% -$3.95K 0.01% 474
2022
Q3 		$43K Buy
146
+10
+7% +$3.1K 0.01% 536
2022
Q2 		$41K Sell
136
-44
-24% -$14.1K 0.01% 566
2022
Q1 		$66K Sell
180
-19
-10% -$6.18K 0.02% 507
2021
Q4 		$78K Hold
199
– – 0.02% 476
2021
Q3 		$81K Buy
199
+50
+34% +$20K 0.02% 462
2021
Q2 		$54K Buy
149
+30
+25% +$9.88K 0.01% 542
2021
Q1 		$36K Hold
119
– – 0.01% 587
2020
Q4 		$41K Hold
119
– – 0.01% 530
2020
Q3 		$39 Sell
119
-10
-8% -$3.34K 0.01% 541
2020
Q2 		$40K Sell
129
-171
-57% -$43.7K 0.02% 530
2020
Q1 		$57K Buy
300
+200
+200% +$44.7K 0.03% 403
2019
Q4 		$23K Hold
100
– – 0.01% 605
2019
Q3 		$19K Hold
100
– – 0.01% 662
2019
Q2 		$18K Hold
100
– – 0.01% 630
2019
Q1 		$16K Hold
100
– – 0.01% 662
2018
Q4 		$12K Buy
+100
New +$13.4K 0.01% 727

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

FinTrust Capital Advisors's LULU Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its lululemon athletica (LULU) stake by 2.8% in Q3 2024, selling an estimated $531 and leaving 70 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

FinTrust Capital Advisors first reported a position in LULU in Q4 2018 and has held it in 24 quarters since. The position peaked at $81K in Q3 2021. 1,079 funds tracked by Wall St. Rank hold LULU as of Q3 2024.

  • FinTrust Capital Advisors held 70 shares of lululemon athletica worth $19K as of Q3 2024.
  • FinTrust Capital Advisors sold 2 lululemon athletica shares in Q3 2024, an estimated $531.
  • lululemon athletica made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #826 holding.
  • FinTrust Capital Advisors first reported a position in lululemon athletica in Q4 2018 and has held it in 24 quarters since.
  • FinTrust Capital Advisors's lululemon athletica position peaked at $81K in Q3 2021.
  • 1,079 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.