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First Trust Investment Solutions’s lululemon athletica LULU Stock Holding History

First Trust Investment Solutions’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 		$2.08M Buy
+7,681
New +$2.04M 0.23% 93
2024
Q2 		– Sell
-525
Closed -$205K – 283
2024
Q1 		$205K Buy
+525
New +$243K 0.04% 239

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

First Trust Investment Solutions's LULU Position: Q3 2024 in Review

First Trust Investment Solutions opened a new position in lululemon athletica (LULU) in Q3 2024: 7,681 shares worth $2.08M. The stake represents 0.23% of the portfolio and ranks #93 among its holdings. This is a return to the name: First Trust Investment Solutions previously reported a position in LULU as recently as Q1 2024.

First Trust Investment Solutions first reported a position in LULU in Q1 2024 and has held it in 2 quarters since. 1,079 funds tracked by Wall St. Rank hold LULU as of Q3 2024.

  • First Trust Investment Solutions held 7,681 shares of lululemon athletica worth $2.08M as of Q3 2024.
  • lululemon athletica was a new First Trust Investment Solutions position in Q3 2024.
  • lululemon athletica made up 0.23% of First Trust Investment Solutions's portfolio in Q3 2024, its #93 holding.
  • First Trust Investment Solutions first reported a position in lululemon athletica in Q1 2024 and has held it in 2 quarters since.
  • 1,079 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.