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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 $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Kolinsky Wealth Management's LULU Position: Q1 2024 in Review

Kolinsky Wealth Management sold out of lululemon athletica (LULU) in Q1 2024, closing a stake of 502 shares — an estimated $257K sold.

Kolinsky Wealth Management first reported a position in LULU in Q4 2021 and held it in 8 quarters. The position peaked at $361K in Q4 2021. 1,191 funds tracked by Wall St. Rank hold LULU as of Q1 2024.

  • Kolinsky Wealth Management reported no remaining lululemon athletica position as of Q1 2024 after selling out during the quarter.
  • Kolinsky Wealth Management sold 502 lululemon athletica shares in Q1 2024, an estimated $257K.
  • Kolinsky Wealth Management first reported a position in lululemon athletica in Q4 2021 and held it in 8 quarters.
  • Kolinsky Wealth Management's lululemon athletica position peaked at $361K in Q4 2021.
  • 1,191 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2024.

Based on Kolinsky Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.