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Hillsdale Investment Management’s lululemon athletica LULU Stock Holding History

Hillsdale 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
-1,180
Closed -$352K – 665
2024
Q2 		$352K Hold
1,180
– – 0.03% 359
2024
Q1 		$461K Buy
+1,180
New +$545K 0.04% 335
2019
Q3 		– Sell
-3,000
Closed -$541K – 653
2019
Q2 		$541K Sell
3,000
-300
-9% -$52.1K 0.05% 315
2019
Q1 		$541K Buy
+3,300
New +$482K 0.05% 284
2018
Q2 		– Sell
-4,300
Closed -$383K – 524
2018
Q1 		$383K Sell
4,300
-1,000
-19% -$80K 0.05% 230
2017
Q4 		$417K Buy
+5,300
New +$353K 0.07% 230

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

Hillsdale Investment Management's LULU Position: Q3 2024 in Review

Hillsdale Investment Management sold out of lululemon athletica (LULU) in Q3 2024, closing a stake of 1,180 shares — an estimated $352K sold.

Hillsdale Investment Management first reported a position in LULU in Q4 2017 and held it in 6 quarters. The position peaked at $541K in Q2 2019. 1,080 funds tracked by Wall St. Rank hold LULU as of Q3 2024.

  • Hillsdale Investment Management reported no remaining lululemon athletica position as of Q3 2024 after selling out during the quarter.
  • Hillsdale Investment Management sold 1,180 lululemon athletica shares in Q3 2024, an estimated $352K.
  • Hillsdale Investment Management first reported a position in lululemon athletica in Q4 2017 and held it in 6 quarters.
  • Hillsdale Investment Management's lululemon athletica position peaked at $541K in Q2 2019.
  • 1,080 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2024.

Based on Hillsdale Investment Management's 13F filing for Q3 2024, filed 12 Nov 2024.