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Great Diamond Partners’s lululemon athletica LULU Stock Holding History

Great Diamond 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
-713
Closed -$279K – 221
2024
Q1 		$279K Buy
713
+5
+0.7% +$2.31K 0.06% 187
2023
Q4 		$362K Sell
708
-7
-1% -$3.02K 0.09% 157
2023
Q3 		$276K Buy
715
+2
+0.3% +$764 0.07% 180
2023
Q2 		$270K Sell
713
-28
-4% -$10.3K 0.07% 185
2023
Q1 		$270K Sell
741
-10
-1% -$3.13K 0.08% 179
2022
Q4 		$241K Sell
751
-7
-0.9% -$2.3K 0.07% 189
2022
Q3 		$211K Sell
758
-2
-0.3% -$620 0.07% 192
2022
Q2 		$207K Buy
760
+25
+3% +$8.01K 0.07% 199
2022
Q1 		$268K Buy
735
+10
+1% +$3.25K 0.07% 184
2021
Q4 		$283K Buy
725
+12
+2% +$5.13K 0.07% 185
2021
Q3 		$288K Sell
713
-10
-1% -$4K 0.08% 170
2021
Q2 		$263K Sell
723
-10
-1% -$3.29K 0.07% 175
2021
Q1 		$224K Buy
733
+38
+5% +$12.5K 0.07% 183
2020
Q4 		$241K Buy
695
+52
+8% +$18.1K 0.08% 159
2020
Q3 		$211K Sell
643
-199
-24% -$66.4K 0.08% 156
2020
Q2 		$262K Buy
+842
New +$215K 0.11% 121
2020
Q1 		– Sell
-698
Closed -$161K – 397
2019
Q4 		$161K Buy
+698
New +$149K 0.06% 174

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Great Diamond Partners's LULU Position: Q2 2024 in Review

Great Diamond Partners sold out of lululemon athletica (LULU) in Q2 2024, closing a stake of 713 shares — an estimated $279K sold.

Great Diamond Partners first reported a position in LULU in Q4 2019 and held it in 17 quarters. The position peaked at $362K in Q4 2023. 1,073 funds tracked by Wall St. Rank hold LULU as of Q2 2024.

  • Great Diamond Partners reported no remaining lululemon athletica position as of Q2 2024 after selling out during the quarter.
  • Great Diamond Partners sold 713 lululemon athletica shares in Q2 2024, an estimated $279K.
  • Great Diamond Partners first reported a position in lululemon athletica in Q4 2019 and held it in 17 quarters.
  • Great Diamond Partners's lululemon athletica position peaked at $362K in Q4 2023.
  • 1,073 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2024.

Based on Great Diamond Partners's 13F filing for Q2 2024, filed 29 Jul 2024.