FP
LULU icon

Foundry Partners’s lululemon athletica LULU Stock Holding History

Foundry Partners’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
Q2 		– Sell
-1,387
Closed -$542K – 319
2024
Q1 		$542K Sell
1,387
-280
-17% -$129K 0.03% 222
2023
Q4 		$852K Hold
1,667
– – 0.05% 215
2023
Q3 		$643K Sell
1,667
-491
-23% -$188K 0.04% 221
2023
Q2 		$817K Hold
2,158
– – 0.05% 221
2023
Q1 		$786K Sell
2,158
-18
-0.8% -$5.64K 0.05% 224
2022
Q4 		$697K Sell
2,176
-109
-5% -$35.8K 0.04% 221
2022
Q3 		$639K Buy
2,285
+445
+24% +$138K 0.04% 232
2022
Q2 		$502K Sell
1,840
-500
-21% -$160K 0.03% 242
2022
Q1 		$855K Sell
2,340
-111
-5% -$36.1K 0.04% 238
2021
Q4 		$959K Hold
2,451
– – 0.03% 249
2021
Q3 		$992K Sell
2,451
-97
-4% -$38.9K 0.04% 261
2021
Q2 		$930K Buy
2,548
+50
+2% +$16.5K 0.03% 280
2021
Q1 		$766K Hold
2,498
– – 0.03% 358
2020
Q4 		$869K Sell
2,498
-31
-1% -$10.8K 0.03% 336
2020
Q3 		$833K Hold
2,529
– – 0.04% 328
2020
Q2 		$789K Buy
2,529
+347
+16% +$88.7K 0.04% 318
2020
Q1 		$414K Hold
2,182
– – 0.02% 342
2019
Q4 		$506K Hold
2,182
– – 0.02% 348
2019
Q3 		$420K Buy
2,182
+739
+51% +$138K 0.02% 350
2019
Q2 		$260K Hold
1,443
– – 0.01% 375
2019
Q1 		$236K Buy
+1,443
New +$211K 0.01% 380
2018
Q4 		– Sell
-1,443
Closed -$234K – 398
2018
Q3 		$234K Buy
+1,443
New +$198K 0.01% 381

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 $3.37T AUM 44.26% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Foundry Partners's LULU Position: Q2 2024 in Review

Foundry Partners sold out of lululemon athletica (LULU) in Q2 2024, closing a stake of 1,387 shares — an estimated $542K sold.

Foundry Partners first reported a position in LULU in Q3 2018 and held it in 22 quarters. The position peaked at $992K in Q3 2021. 1,076 funds tracked by Wall St. Rank hold LULU as of Q2 2024.

  • Foundry Partners reported no remaining lululemon athletica position as of Q2 2024 after selling out during the quarter.
  • Foundry Partners sold 1,387 lululemon athletica shares in Q2 2024, an estimated $542K.
  • Foundry Partners first reported a position in lululemon athletica in Q3 2018 and held it in 22 quarters.
  • Foundry Partners's lululemon athletica position peaked at $992K in Q3 2021.
  • 1,076 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2024.

Based on Foundry Partners's 13F filing for Q2 2024, filed 5 Aug 2024.