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Ground Swell Capital’s lululemon athletica LULU Stock Holding History

Ground Swell 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
Q3 		– Sell
-1,929
Closed -$576K – 223
2024
Q2 		$576K Buy
+1,929
New +$645K 0.45% 24
2024
Q1 		– Sell
-529
Closed -$270K – 101
2023
Q4 		$270K Buy
+529
New +$229K 0.99% 26
2022
Q4 		– Sell
-3,209
Closed -$897K – 112
2022
Q3 		$897K Buy
+3,209
New +$995K 2.55% 8
2014
Q3 		– Sell
-500
Closed -$20K – 2609
2014
Q2 		$20K Buy
+500
New +$22.8K 0.04% 408

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Ground Swell Capital's LULU Position: Q3 2024 in Review

Ground Swell Capital sold out of lululemon athletica (LULU) in Q3 2024, closing a stake of 1,929 shares — an estimated $576K sold.

Ground Swell Capital first reported a position in LULU in Q2 2014 and held it in 4 quarters. The position peaked at $897K in Q3 2022. 1,079 funds tracked by Wall St. Rank hold LULU as of Q3 2024.

  • Ground Swell Capital reported no remaining lululemon athletica position as of Q3 2024 after selling out during the quarter.
  • Ground Swell Capital sold 1,929 lululemon athletica shares in Q3 2024, an estimated $576K.
  • Ground Swell Capital first reported a position in lululemon athletica in Q2 2014 and held it in 4 quarters.
  • Ground Swell Capital's lululemon athletica position peaked at $897K in Q3 2022.
  • 1,079 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2024.

Based on Ground Swell Capital's 13F filing for Q3 2024, filed 29 Oct 2024.