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Investors Research Corp’s lululemon athletica LULU Stock Holding History

Investors Research Corp’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
Q4 		– Sell
-4
Closed -$1.54K – 1078
2023
Q3 		$1.54K Hold
4
– – ﹤0.01% 963
2023
Q2 		$1.51K Hold
4
– – ﹤0.01% 981
2023
Q1 		$1.46K Hold
4
– – ﹤0.01% 1013
2022
Q4 		$1.28K Hold
4
– – ﹤0.01% 1024
2022
Q3 		$1K Hold
4
– – ﹤0.01% 1039
2022
Q2 		$1K Hold
4
– – ﹤0.01% 1033
2022
Q1 		$1K Buy
+4
New +$1.3K ﹤0.01% 982

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Investors Research Corp's LULU Position: Q4 2023 in Review

Investors Research Corp sold out of lululemon athletica (LULU) in Q4 2023, closing a stake of 4 shares — an estimated $1.54K sold.

Investors Research Corp first reported a position in LULU in Q1 2022 and held it in 7 quarters. The position peaked at $1.54K in Q3 2023. 1,230 funds tracked by Wall St. Rank hold LULU as of Q4 2023.

  • Investors Research Corp reported no remaining lululemon athletica position as of Q4 2023 after selling out during the quarter.
  • Investors Research Corp sold 4 lululemon athletica shares in Q4 2023, an estimated $1.54K.
  • Investors Research Corp first reported a position in lululemon athletica in Q1 2022 and held it in 7 quarters.
  • Investors Research Corp's lululemon athletica position peaked at $1.54K in Q3 2023.
  • 1,230 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2023.

Based on Investors Research Corp's 13F filing for Q4 2023, filed 30 Jan 2024.