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Hendley & Co’s lululemon athletica LULU Stock Holding History

Hendley & Co’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
Q4 		– Sell
-3,991
Closed -$1.08M – 58
2024
Q3 		$1.08M Sell
3,991
-2,798
-41% -$743K 0.38% 43
2024
Q2 		$2.03M Sell
6,789
-57
-0.8% -$19.1K 0.73% 38
2024
Q1 		$2.67M Buy
+6,846
New +$3.16M 0.96% 34

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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

Hendley & Co's LULU Position: Q4 2024 in Review

Hendley & Co sold out of lululemon athletica (LULU) in Q4 2024, closing a stake of 3,991 shares — an estimated $1.08M sold.

Hendley & Co first reported a position in LULU in Q1 2024 and held it in 3 quarters. The position peaked at $2.67M in Q1 2024. 1,232 funds tracked by Wall St. Rank hold LULU as of Q4 2024.

  • Hendley & Co reported no remaining lululemon athletica position as of Q4 2024 after selling out during the quarter.
  • Hendley & Co sold 3,991 lululemon athletica shares in Q4 2024, an estimated $1.08M.
  • Hendley & Co first reported a position in lululemon athletica in Q1 2024 and held it in 3 quarters.
  • Hendley & Co's lululemon athletica position peaked at $2.67M in Q1 2024.
  • 1,232 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2024.

Based on Hendley & Co's 13F filing for Q4 2024, filed 4 Feb 2025.