Fulcrum Capital’s lululemon athletica LULU Stock Holding History

Fulcrum 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
2024 Q1	–	Sell	-400	Closed	-$205K	–	121
2023 Q4	$205K	Buy	+400	New	+$173K	0.05%	116

Other funds holding LULU

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Jennison Associates New York $145B AUM 34.61% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fulcrum Capital's LULU Position: Q1 2024 in Review

Fulcrum Capital sold out of lululemon athletica (LULU) in Q1 2024, closing a stake of 400 shares — an estimated $205K sold.

Fulcrum Capital first reported a position in LULU in Q4 2023 and held it in 1 quarter. The position peaked at $205K in Q4 2023. 1,189 funds tracked by Wall St. Rank hold LULU as of Q1 2024.

Fulcrum Capital reported no remaining lululemon athletica position as of Q1 2024 after selling out during the quarter.
Fulcrum Capital sold 400 lululemon athletica shares in Q1 2024, an estimated $205K.
Fulcrum Capital first reported a position in lululemon athletica in Q4 2023 and held it in 1 quarter.
Fulcrum Capital's lululemon athletica position peaked at $205K in Q4 2023.
1,189 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2024.

Based on Fulcrum Capital's 13F filing for Q1 2024, filed 17 Apr 2024.