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First Citizens Bank & Trust’s lululemon athletica LULU Stock Holding History

First Citizens Bank & Trust’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
Q1 		– Sell
-888
Closed -$454K – 446
2023
Q4 		$454K Sell
888
-283
-24% -$122K 0.01% 260
2023
Q3 		$452K Buy
1,171
+305
+35% +$117K 0.01% 255
2023
Q2 		$328K Sell
866
-71
-8% -$26.2K 0.01% 286
2023
Q1 		$341K Buy
937
+56
+6% +$17.6K 0.01% 269
2022
Q4 		$283K Sell
881
-329
-27% -$108K 0.01% 276
2022
Q3 		$338K Sell
1,210
-287
-19% -$89K 0.01% 251
2022
Q2 		$409K Buy
+1,497
New +$480K 0.01% 244
2021
Q2 		– Sell
-4,377
Closed -$1.34M – 422
2021
Q1 		$1.34M Sell
4,377
-3,941
-47% -$1.29M 0.06% 169
2020
Q4 		$2.9M Sell
8,318
-894
-10% -$310K 0.15% 100
2020
Q3 		$3.03M Sell
9,212
-694
-7% -$232K 0.21% 85
2020
Q2 		$3.09M Buy
9,906
+2,136
+27% +$546K 0.26% 91
2020
Q1 		$1.47M Buy
7,770
+1,217
+19% +$272K 0.18% 126
2019
Q4 		$1.52M Sell
6,553
-4,051
-38% -$863K 0.15% 131
2019
Q3 		$2.04M Buy
10,604
+335
+3% +$62.6K 0.25% 106
2019
Q2 		$1.85M Buy
10,269
+423
+4% +$73.5K 0.2% 123
2019
Q1 		$1.61M Buy
9,846
+1,093
+12% +$160K 0.18% 140
2018
Q4 		$1.06M Sell
8,753
-4,751
-35% -$637K 0.13% 167
2018
Q3 		$2.19M Buy
13,504
+2,941
+28% +$403K 0.24% 109
2018
Q2 		$1.32M Buy
+10,563
New +$1.13M 0.16% 157

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

First Citizens Bank & Trust's LULU Position: Q1 2024 in Review

First Citizens Bank & Trust sold out of lululemon athletica (LULU) in Q1 2024, closing a stake of 888 shares — an estimated $454K sold.

First Citizens Bank & Trust first reported a position in LULU in Q2 2018 and held it in 19 quarters. The position peaked at $3.09M in Q2 2020. 1,191 funds tracked by Wall St. Rank hold LULU as of Q1 2024.

  • First Citizens Bank & Trust reported no remaining lululemon athletica position as of Q1 2024 after selling out during the quarter.
  • First Citizens Bank & Trust sold 888 lululemon athletica shares in Q1 2024, an estimated $454K.
  • First Citizens Bank & Trust first reported a position in lululemon athletica in Q2 2018 and held it in 19 quarters.
  • First Citizens Bank & Trust's lululemon athletica position peaked at $3.09M in Q2 2020.
  • 1,191 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2024.

Based on First Citizens Bank & Trust's 13F filing for Q1 2024, filed 15 Apr 2024.