Kistler-Tiffany Companies’s lululemon athletica LULU Stock Holding History

Kistler-Tiffany Companies’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 Q2	$460K	Sell	1,215 -386	-24%	-$142K	0.07%	205
2023 Q1	$583K	Buy	1,601 +446	+39%	+$140K	0.11%	139
2022 Q4	$370K	Buy	1,155 +560	+94%	+$184K	0.08%	175
2022 Q3	$166K	Buy	595 +34	+6%	+$10.5K	0.04%	225
2022 Q2	$153K	Buy	561 +33	+6%	+$10.6K	0.03%	238
2022 Q1	$193K	Buy	528 +92	+21%	+$29.9K	0.04%	227
2021 Q4	$171K	Buy	436 +63	+17%	+$26.9K	0.03%	214
2021 Q3	$151K	Buy	373 +59	+19%	+$23.6K	0.03%	216
2021 Q2	$115K	Buy	314 +97	+45%	+$31.9K	0.03%	254
2021 Q1	$67K	Buy	217 +80	+58%	+$26.3K	0.02%	304
2020 Q4	$48K	Buy	137 +2	+1%	+$695	0.01%	309
2020 Q3	$44K	Buy	135 +65	+93%	+$21.7K	0.01%	292
2020 Q2	$22K	Hold	70	–	–	0.01%	350
2020 Q1	$16K	Hold	70	–	–	0.01%	390
2019 Q4	$16K	Hold	70	–	–	0.01%	397
2019 Q3	$13K	Hold	70	–	–	﹤0.01%	422
2019 Q2	$13K	Buy	+70	New	+$12.2K	﹤0.01%	409
2016 Q3	–	Sell	-24	Closed	-$2K	–	646
2016 Q2	$2K	Buy	+24	New	+$1.59K	﹤0.01%	549

Other funds holding LULU

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kistler-Tiffany Companies's LULU Position: Q2 2023 in Review

Kistler-Tiffany Companies reduced its lululemon athletica (LULU) stake by 24% in Q2 2023, selling an estimated $142K and leaving 1,215 shares worth $460K. The position accounts for 0.07% of the portfolio, ranked #205.

Kistler-Tiffany Companies first reported a position in LULU in Q2 2016 and has held it in 18 quarters since. The position peaked at $583K in Q1 2023. 1,085 funds tracked by Wall St. Rank hold LULU as of Q2 2023.

Kistler-Tiffany Companies held 1,215 shares of lululemon athletica worth $460K as of Q2 2023.
Kistler-Tiffany Companies sold 386 lululemon athletica shares in Q2 2023, an estimated $142K.
lululemon athletica made up 0.07% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #205 holding.
Kistler-Tiffany Companies first reported a position in lululemon athletica in Q2 2016 and has held it in 18 quarters since.
Kistler-Tiffany Companies's lululemon athletica position peaked at $583K in Q1 2023.
1,085 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.