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Householder Group Estate & Retirement Specialist’s lululemon athletica LULU Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$1K Sell
5
-30
-86% -$9.79K ﹤0.01% 512
2024
Q3 		$9K Sell
35
-14
-29% -$3.71K ﹤0.01% 835
2024
Q2 		$14K Sell
49
-64
-57% -$21.4K ﹤0.01% 746
2024
Q1 		$44.1K Sell
113
-2
-2% -$925 0.01% 495
2023
Q4 		$58K Buy
115
+103
+858% +$44.5K 0.02% 433
2023
Q3 		$4.63K Buy
+12
New +$4.58K ﹤0.01% 950
2023
Q1 		$4K Buy
+12
New +$3.76K ﹤0.01% 997
2022
Q4 		– Sell
-12
Closed -$3K – 780
2022
Q3 		$3K Buy
+12
New +$3.72K ﹤0.01% 928

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Householder Group Estate & Retirement Specialist's LULU Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its lululemon athletica (LULU) stake by 86% in Q4 2024, selling an estimated $9.79K and leaving 5 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Householder Group Estate & Retirement Specialist first reported a position in LULU in Q3 2022 and has held it in 8 quarters since. The position peaked at $58K in Q4 2023. 1,232 funds tracked by Wall St. Rank hold LULU as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 5 shares of lululemon athletica worth $1K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 30 lululemon athletica shares in Q4 2024, an estimated $9.79K.
  • lululemon athletica made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #512 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in lululemon athletica in Q3 2022 and has held it in 8 quarters since.
  • Householder Group Estate & Retirement Specialist's lululemon athletica position peaked at $58K in Q4 2023.
  • 1,232 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.