HWG Holdings’s lululemon athletica LULU Stock Holding History

HWG Holdings’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	-8	Closed	-$2.39K	–	90
2024 Q2	$2.39K	Buy	+8	New	+$2.67K	﹤0.01%	103
2023 Q4	$13.3K	Hold	26	–	–	0.01%	86
2023 Q3	$10K	Hold	26	–	–	0.01%	94
2023 Q2	$9.84K	Buy	26 +18	+225%	+$6.64K	﹤0.01%	101
2023 Q1	$2.91K	Hold	8	–	–	﹤0.01%	93
2022 Q4	$3K	Hold	8	–	–	﹤0.01%	95
2022 Q3	$2K	Buy	+8	New	+$2.48K	﹤0.01%	101
2022 Q1	$4K	Sell	12 -3,114	-100%	-$1.01M	﹤0.01%	126
2021 Q4	$1.22M	Buy	+3,126	New	+$1.34M	0.53%	40
2021 Q2	$20K	Hold	56	–	–	0.01%	98
2021 Q1	$17K	Sell	56 -11,239	-100%	-$3.69M	0.01%	78
2020 Q4	$3.93M	Sell	11,295 -161	-1%	-$55.9K	1.99%	12
2020 Q3	$3.77M	Buy	11,456 +11,425	+36,855%	+$3.81M	3.35%	9
2020 Q2	$10K	Buy	+31	New	+$7.93K	0.01%	93
2019 Q4	$1.39M	Buy	5,990 +2,220	+59%	+$473K	1.14%	16
2019 Q3	$726K	Buy	3,770 +6	+0.2%	+$1.12K	0.67%	27
2019 Q2	$678K	Buy	+3,764	New	+$654K	0.66%	33

Other funds holding LULU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

HWG Holdings's LULU Position: Q3 2024 in Review

HWG Holdings sold out of lululemon athletica (LULU) in Q3 2024, closing a stake of 8 shares — an estimated $2.39K sold.

HWG Holdings first reported a position in LULU in Q2 2019 and held it in 17 quarters. The position peaked at $3.93M in Q4 2020. 1,079 funds tracked by Wall St. Rank hold LULU as of Q3 2024.

HWG Holdings reported no remaining lululemon athletica position as of Q3 2024 after selling out during the quarter.
HWG Holdings sold 8 lululemon athletica shares in Q3 2024, an estimated $2.39K.
HWG Holdings first reported a position in lululemon athletica in Q2 2019 and held it in 17 quarters.
HWG Holdings's lululemon athletica position peaked at $3.93M in Q4 2020.
1,079 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2024.

Based on HWG Holdings's 13F filing for Q3 2024, filed 23 Oct 2024.