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Joule Financial’s lululemon athletica LULU Stock Holding History

Joule Financial’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
Q1 		– Sell
-2,152
Closed -$1.1M – 113
2023
Q4 		$1.1M Buy
2,152
+771
+56% +$333K 0.51% 29
2023
Q3 		$533K Buy
1,381
+635
+85% +$243K 0.27% 50
2023
Q2 		$282K Buy
+746
New +$275K 0.15% 77

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Joule Financial's LULU Position: Q1 2024 in Review

Joule Financial sold out of lululemon athletica (LULU) in Q1 2024, closing a stake of 2,152 shares — an estimated $1.1M sold.

Joule Financial first reported a position in LULU in Q2 2023 and held it in 3 quarters. The position peaked at $1.1M in Q4 2023. 1,189 funds tracked by Wall St. Rank hold LULU as of Q1 2024.

  • Joule Financial reported no remaining lululemon athletica position as of Q1 2024 after selling out during the quarter.
  • Joule Financial sold 2,152 lululemon athletica shares in Q1 2024, an estimated $1.1M.
  • Joule Financial first reported a position in lululemon athletica in Q2 2023 and held it in 3 quarters.
  • Joule Financial's lululemon athletica position peaked at $1.1M in Q4 2023.
  • 1,189 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2024.

Based on Joule Financial's 13F filing for Q1 2024, filed 1 May 2024.