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First Dallas Securities’s lululemon athletica LULU Stock Holding History

First Dallas Securities’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
-449
Closed -$230K – 124
2023
Q4 		$230K Buy
+449
New +$194K 0.12% 114

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Dallas Securities's LULU Position: Q1 2024 in Review

First Dallas Securities sold out of lululemon athletica (LULU) in Q1 2024, closing a stake of 449 shares — an estimated $230K sold.

First Dallas Securities first reported a position in LULU in Q4 2023 and held it in 1 quarter. The position peaked at $230K in Q4 2023. 1,189 funds tracked by Wall St. Rank hold LULU as of Q1 2024.

  • First Dallas Securities reported no remaining lululemon athletica position as of Q1 2024 after selling out during the quarter.
  • First Dallas Securities sold 449 lululemon athletica shares in Q1 2024, an estimated $230K.
  • First Dallas Securities first reported a position in lululemon athletica in Q4 2023 and held it in 1 quarter.
  • First Dallas Securities's lululemon athletica position peaked at $230K in Q4 2023.
  • 1,189 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2024.

Based on First Dallas Securities's 13F filing for Q1 2024, filed 16 Apr 2024.