First Trust Direct Indexing’s lululemon athletica LULU Stock Holding History

First Trust Direct Indexing’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	-2,111	Closed	-$573K	–	530
2024 Q3	$573K	Buy	2,111 +245	+13%	+$65K	0.03%	503
2024 Q2	$557K	Sell	1,866 -16	-0.9%	-$5.35K	0.03%	472
2024 Q1	$735K	Buy	1,882 +267	+17%	+$123K	0.05%	368
2023 Q4	$826K	Buy	1,615 +548	+51%	+$237K	0.07%	313
2023 Q3	$411K	Buy	1,067 +105	+11%	+$40.1K	0.05%	443
2023 Q2	$364K	Buy	962 +115	+14%	+$42.4K	0.04%	488
2023 Q1	$308K	Buy	847 +54	+7%	+$16.9K	0.04%	534
2022 Q4	$254K	Buy	+793	New	+$261K	0.03%	560
2021 Q3	–	Sell	-732	Closed	-$267K	–	668
2021 Q2	$267K	Buy	+732	New	+$241K	0.04%	488
2021 Q1	–	Sell	-469	Closed	-$163K	–	725
2020 Q4	$163K	Buy	+469	New	+$163K	0.04%	389

Other funds holding LULU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First Trust Direct Indexing's LULU Position: Q4 2024 in Review

First Trust Direct Indexing sold out of lululemon athletica (LULU) in Q4 2024, closing a stake of 2,111 shares — an estimated $573K sold.

First Trust Direct Indexing first reported a position in LULU in Q4 2020 and held it in 10 quarters. The position peaked at $826K in Q4 2023. 1,231 funds tracked by Wall St. Rank hold LULU as of Q4 2024.

First Trust Direct Indexing reported no remaining lululemon athletica position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 2,111 lululemon athletica shares in Q4 2024, an estimated $573K.
First Trust Direct Indexing first reported a position in lululemon athletica in Q4 2020 and held it in 10 quarters.
First Trust Direct Indexing's lululemon athletica position peaked at $826K in Q4 2023.
1,231 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.