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Franchise Capital’s lululemon athletica LULU Stock Holding History

Franchise Capital’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
2023
Q2 		– Sell
-12,137
Closed -$4.42M – 21
2023
Q1 		$4.42M Buy
+12,137
New +$3.81M 1.15% 17

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franchise Capital's LULU Position: Q2 2023 in Review

Franchise Capital sold out of lululemon athletica (LULU) in Q2 2023, closing a stake of 12,137 shares — an estimated $4.42M sold.

Franchise Capital first reported a position in LULU in Q1 2023 and held it in 1 quarter. The position peaked at $4.42M in Q1 2023. 1,084 funds tracked by Wall St. Rank hold LULU as of Q2 2023.

  • Franchise Capital reported no remaining lululemon athletica position as of Q2 2023 after selling out during the quarter.
  • Franchise Capital sold 12,137 lululemon athletica shares in Q2 2023, an estimated $4.42M.
  • Franchise Capital first reported a position in lululemon athletica in Q1 2023 and held it in 1 quarter.
  • Franchise Capital's lululemon athletica position peaked at $4.42M in Q1 2023.
  • 1,084 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2023.

Based on Franchise Capital's 13F filing for Q2 2023, filed 16 Aug 2023.