Itau Unibanco Holding S.A.’s lululemon athletica LULU Stock Holding History

Itau Unibanco Holding S.A.’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	–	Sell	-10,800	Closed	-$4.22M	–	354
2024 Q1	$4.22M	Buy	+10,800	New	+$4.99M	0.18%	50
2023 Q4	–	Sell	-13,917	Closed	-$5.37M	–	462
2023 Q3	$5.37M	Buy	13,917 +13,867	+27,734%	+$5.3M	0.24%	61
2023 Q2	$18.9K	Buy	+50	New	+$18.4K	﹤0.01%	425
2022 Q4	–	Sell	-47	Closed	-$13K	–	586
2022 Q3	$13K	Sell	47 -2	-4%	-$620	﹤0.01%	479
2022 Q2	$13K	Sell	49 -26	-35%	-$8.33K	﹤0.01%	410
2022 Q1	$27K	Buy	75 +3	+4%	+$976	﹤0.01%	358
2021 Q4	$29K	Buy	72 +23	+47%	+$9.83K	﹤0.01%	345
2021 Q3	$20K	Hold	49	–	–	﹤0.01%	335
2021 Q2	$18K	Buy	+49	New	+$16.1K	﹤0.01%	307
2018 Q3	–	Sell	-1,240	Closed	-$155K	–	710
2018 Q2	$155K	Sell	1,240 -1,290	-51%	-$138K	0.02%	400
2018 Q1	$225K	Buy	2,530 +1,855	+275%	+$148K	﹤0.01%	362
2017 Q4	$53K	Buy	+675	New	+$45K	﹤0.01%	430

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Itau Unibanco Holding S.A.'s LULU Position: Q2 2024 in Review

Itau Unibanco Holding S.A. sold out of lululemon athletica (LULU) in Q2 2024, closing a stake of 10,800 shares — an estimated $4.22M sold.

Itau Unibanco Holding S.A. first reported a position in LULU in Q4 2017 and held it in 12 quarters. The position peaked at $5.37M in Q3 2023. 1,073 funds tracked by Wall St. Rank hold LULU as of Q2 2024.

Itau Unibanco Holding S.A. reported no remaining lululemon athletica position as of Q2 2024 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 10,800 lululemon athletica shares in Q2 2024, an estimated $4.22M.
Itau Unibanco Holding S.A. first reported a position in lululemon athletica in Q4 2017 and held it in 12 quarters.
Itau Unibanco Holding S.A.'s lululemon athletica position peaked at $5.37M in Q3 2023.
1,073 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2024.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2024, filed 13 Aug 2024.