Guardian Wealth Management (Illinois)’s lululemon athletica LULU Stock Holding History

Guardian Wealth Management (Illinois)’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 Q4	–	Sell	-57	Closed	-$22K	–	263
2023 Q3	$22K	Hold	57	–	–	0.02%	132
2023 Q2	$21.6K	Hold	57	–	–	0.02%	133
2023 Q1	$20.8K	Hold	57	–	–	0.02%	134
2022 Q4	$18.3K	Hold	57	–	–	0.02%	147
2022 Q3	$16K	Hold	57	–	–	0.02%	143
2022 Q2	$16K	Hold	57	–	–	0.02%	143
2022 Q1	$21K	Hold	57	–	–	0.02%	146
2021 Q4	$22K	Buy	+57	New	+$24.4K	0.02%	147

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s LULU Position: Q4 2023 in Review

Guardian Wealth Management (Illinois) sold out of lululemon athletica (LULU) in Q4 2023, closing a stake of 57 shares — an estimated $22K sold.

Guardian Wealth Management (Illinois) first reported a position in LULU in Q4 2021 and held it in 8 quarters. The position peaked at $22K in Q4 2021. 1,230 funds tracked by Wall St. Rank hold LULU as of Q4 2023.

Guardian Wealth Management (Illinois) reported no remaining lululemon athletica position as of Q4 2023 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 57 lululemon athletica shares in Q4 2023, an estimated $22K.
Guardian Wealth Management (Illinois) first reported a position in lululemon athletica in Q4 2021 and held it in 8 quarters.
Guardian Wealth Management (Illinois)'s lululemon athletica position peaked at $22K in Q4 2021.
1,230 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2023.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q4 2023, filed 14 Feb 2024.