KWM
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Kolinsky Wealth Management’s lululemon athletica LULU Stock Holding History

Kolinsky 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
Q1 		– Sell
-502
Closed -$257K – 146
2023
Q4 		$257K Sell
502
-69
-12% -$29.8K 0.23% 115
2023
Q3 		$220K Hold
571
– – 0.22% 116
2023
Q2 		$211K Buy
+571
New +$211K 0.2% 126
2023
Q1 		– Sell
-1,116
Closed -$358K – 133
2022
Q4 		$358K Sell
1,116
-67
-6% -$22K 0.41% 57
2022
Q3 		$331K Sell
1,183
-13
-1% -$4.03K 0.41% 57
2022
Q2 		$326K Buy
1,196
+284
+31% +$91K 0.39% 58
2022
Q1 		$333K Sell
912
-10
-1% -$3.25K 0.33% 69
2021
Q4 		$361K Buy
+922
New +$394K 0.33% 74

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 $5.7T 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