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Gerber Kawasaki Wealth & Investment Management’s lululemon athletica LULU Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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 		– Sell
-1,522
Closed -$455K – 296
2024
Q2 		$455K Sell
1,522
-6,924
-82% -$2.31M 0.02% 181
2024
Q1 		$3.3M Buy
8,446
+5,689
+206% +$2.63M 0.18% 80
2023
Q4 		$1.41M Buy
2,757
+856
+45% +$370K 0.08% 117
2023
Q3 		$733K Buy
1,901
+1,226
+182% +$468K 0.05% 144
2023
Q2 		$255K Buy
675
+25
+4% +$9.22K 0.02% 219
2023
Q1 		$237K Sell
650
-117
-15% -$36.7K 0.02% 222
2022
Q4 		$246K Buy
+767
New +$252K 0.02% 211
2022
Q1 		– Sell
-1,211
Closed -$474K – 270
2021
Q4 		$474K Buy
1,211
+1,189
+5,405% +$508K 0.04% 164
2021
Q3 		$22K Buy
+22
New +$8.81K ﹤0.01% 486

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Gerber Kawasaki Wealth & Investment Management's LULU Position: Q3 2024 in Review

Gerber Kawasaki Wealth & Investment Management sold out of lululemon athletica (LULU) in Q3 2024, closing a stake of 1,522 shares — an estimated $455K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in LULU in Q3 2021 and held it in 9 quarters. The position peaked at $3.3M in Q1 2024. 1,081 funds tracked by Wall St. Rank hold LULU as of Q3 2024.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining lululemon athletica position as of Q3 2024 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1,522 lululemon athletica shares in Q3 2024, an estimated $455K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in lululemon athletica in Q3 2021 and held it in 9 quarters.
  • Gerber Kawasaki Wealth & Investment Management's lululemon athletica position peaked at $3.3M in Q1 2024.
  • 1,081 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2024.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.