Kelly Financial Services’s lululemon athletica LULU Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-33	Closed	-$9.86K	–	480
2024 Q2	$9.86K	Sell	33 -46	-58%	-$15.4K	﹤0.01%	428
2024 Q1	$30.9K	Buy	79 +46	+139%	+$21.3K	0.01%	276
2023 Q4	$16.9K	Hold	33	–	–	0.01%	330
2023 Q3	$12.7K	Hold	33	–	–	0.01%	339
2023 Q2	$12.5K	Hold	33	–	–	0.01%	334
2023 Q1	$12K	Hold	33	–	–	0.01%	331
2022 Q4	$10.6K	Hold	33	–	–	0.01%	325
2022 Q3	$9.22K	Hold	33	–	–	0.01%	334
2022 Q2	$9K	Hold	33	–	–	﹤0.01%	334
2022 Q1	$12.1K	Hold	33	–	–	0.01%	316
2021 Q4	$12.9K	Hold	33	–	–	0.01%	309
2021 Q3	$13.4K	Sell	33 -12,011	-100%	-$4.81M	0.01%	294
2021 Q2	$33K	Buy	12,044 +12,011	+36,397%	+$3.96M	﹤0.01%	502
2021 Q1	$10.1K	Buy	33 +3	+10%	+$985	0.01%	300
2020 Q4	$10.4K	Hold	30	–	–	0.01%	266
2020 Q3	$9.88K	Hold	30	–	–	0.01%	258
2020 Q2	$9.36K	Hold	30	–	–	0.01%	256
2020 Q1	$5.69K	Hold	30	–	–	0.01%	282
2019 Q4	$6.95K	Hold	30	–	–	0.01%	269
2019 Q3	$5.78K	Hold	30	–	–	0.01%	279
2019 Q2	$5.41K	Hold	30	–	–	﹤0.01%	283
2019 Q1	$4.92K	Buy	+30	New	+$4.38K	0.01%	298

Other funds holding LULU

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Kelly Financial Services's LULU Position: Q3 2024 in Review

Kelly Financial Services sold out of lululemon athletica (LULU) in Q3 2024, closing a stake of 33 shares — an estimated $9.86K sold.

Kelly Financial Services first reported a position in LULU in Q1 2019 and held it in 22 quarters. The position peaked at $33K in Q2 2021. 1,079 funds tracked by Wall St. Rank hold LULU as of Q3 2024.

Kelly Financial Services reported no remaining lululemon athletica position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 33 lululemon athletica shares in Q3 2024, an estimated $9.86K.
Kelly Financial Services first reported a position in lululemon athletica in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's lululemon athletica position peaked at $33K in Q2 2021.
1,079 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.