JWM
LULU icon

Janiczek Wealth Management’s lululemon athletica LULU Stock Holding History

Janiczek 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 		$10.8K Sell
36
-43
-54% -$14.4K ﹤0.01% 648
2024
Q1 		$30.9K Buy
79
+2
+3% +$925 0.01% 488
2023
Q4 		$39.4K Hold
77
– – 0.01% 427
2023
Q3 		$29.7K Hold
77
– – 0.01% 457
2023
Q2 		$29.1K Hold
77
– – 0.01% 401
2023
Q1 		$28.4K Buy
77
+43
+126% +$13.5K 0.01% 394
2022
Q4 		$10.7K Buy
34
+3
+10% +$987 ﹤0.01% 547
2022
Q3 		$9K Sell
31
-2
-6% -$620 ﹤0.01% 559
2022
Q2 		$10K Sell
33
-82
-71% -$26.3K ﹤0.01% 574
2022
Q1 		$42K Buy
115
+43
+60% +$14K 0.01% 330
2021
Q4 		$28K Sell
72
-7
-9% -$2.99K 0.01% 429
2021
Q3 		$32K Buy
79
+37
+88% +$14.8K 0.01% 369
2021
Q2 		$15K Buy
42
+22
+110% +$7.25K 0.01% 491
2021
Q1 		$6K Sell
20
-65
-76% -$21.3K ﹤0.01% 614
2020
Q4 		$30K Buy
85
+77
+963% +$26.7K 0.01% 281
2020
Q3 		$3K Buy
+8
New +$2.67K ﹤0.01% 451

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

Janiczek Wealth Management's LULU Position: Q2 2024 in Review

Janiczek Wealth Management reduced its lululemon athletica (LULU) stake by 54% in Q2 2024, selling an estimated $14.4K and leaving 36 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Janiczek Wealth Management first reported a position in LULU in Q3 2020 and has held it in 16 quarters since. The position peaked at $42K in Q1 2022. 1,073 funds tracked by Wall St. Rank hold LULU as of Q2 2024.

  • Janiczek Wealth Management held 36 shares of lululemon athletica worth $10.8K as of Q2 2024.
  • Janiczek Wealth Management sold 43 lululemon athletica shares in Q2 2024, an estimated $14.4K.
  • lululemon athletica made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #648 holding.
  • Janiczek Wealth Management first reported a position in lululemon athletica in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's lululemon athletica position peaked at $42K in Q1 2022.
  • 1,073 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.