IFG Advisory’s lululemon athletica LULU Stock Holding History

IFG Advisory’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
2023 Q2	–	Sell	-579	Closed	-$211K	–	431
2023 Q1	$211K	Buy	+579	New	+$182K	0.02%	482

Other funds holding LULU

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

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

IFG Advisory's LULU Position: Q2 2023 in Review

IFG Advisory sold out of lululemon athletica (LULU) in Q2 2023, closing a stake of 579 shares — an estimated $211K sold.

IFG Advisory first reported a position in LULU in Q1 2023 and held it in 1 quarter. The position peaked at $211K in Q1 2023. 1,084 funds tracked by Wall St. Rank hold LULU as of Q2 2023.

IFG Advisory reported no remaining lululemon athletica position as of Q2 2023 after selling out during the quarter.
IFG Advisory sold 579 lululemon athletica shares in Q2 2023, an estimated $211K.
IFG Advisory first reported a position in lululemon athletica in Q1 2023 and held it in 1 quarter.
IFG Advisory's lululemon athletica position peaked at $211K in Q1 2023.
1,084 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2023.

Based on IFG Advisory's 13F filing for Q2 2023, filed 21 Jul 2023.