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ICA Group Wealth Management’s lululemon athletica LULU Stock Holding History

ICA Group Wealth 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
Q2 		$9.86K Sell
33
-504
-94% -$169K 0.01% 486
2024
Q1 		$210K Buy
537
+254
+90% +$117K 0.04% 272
2023
Q4 		$145K Buy
+283
New +$122K 0.03% 302
2023
Q3 		– Sell
-42
Closed -$15.9K – 775
2023
Q2 		$15.9K Sell
42
-271
-87% -$100K ﹤0.01% 746
2023
Q1 		$114K Hold
313
– – 0.03% 321
2022
Q4 		$100K Buy
+313
New +$103K 0.02% 365

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ICA Group Wealth Management's LULU Position: Q2 2024 in Review

ICA Group Wealth Management reduced its lululemon athletica (LULU) stake by 94% in Q2 2024, selling an estimated $169K and leaving 33 shares worth $9.86K. The position accounts for 0.01% of the portfolio, ranked #486.

ICA Group Wealth Management first reported a position in LULU in Q4 2022 and has held it in 6 quarters since. The position peaked at $210K in Q1 2024. 1,073 funds tracked by Wall St. Rank hold LULU as of Q2 2024.

  • ICA Group Wealth Management held 33 shares of lululemon athletica worth $9.86K as of Q2 2024.
  • ICA Group Wealth Management sold 504 lululemon athletica shares in Q2 2024, an estimated $169K.
  • lululemon athletica made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #486 holding.
  • ICA Group Wealth Management first reported a position in lululemon athletica in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's lululemon athletica position peaked at $210K in Q1 2024.
  • 1,073 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.