Koshinski Asset Management
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Koshinski Asset Management’s lululemon athletica LULU Stock Holding History

Koshinski Asset 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
Q2 		– Sell
-579
Closed -$226K – 628
2024
Q1 		$226K Buy
+579
New +$268K 0.02% 511
2023
Q4 		– Sell
-629
Closed -$243K – 579
2023
Q3 		$243K Hold
629
– – 0.03% 475
2023
Q2 		$238K Sell
629
-120
-16% -$44.3K 0.03% 508
2023
Q1 		$273K Sell
749
-49
-6% -$15.4K 0.03% 442
2022
Q4 		$256K Sell
798
-3
-0.4% -$987 0.02% 498
2022
Q3 		$224K Buy
801
+26
+3% +$8.06K 0.03% 474
2022
Q2 		$211K Buy
775
+32
+4% +$10.3K 0.02% 542
2022
Q1 		$271K Sell
743
-101
-12% -$32.9K 0.02% 498
2021
Q4 		$330K Sell
844
-5
-0.6% -$2.14K 0.03% 493
2021
Q3 		$344K Buy
849
+60
+8% +$24K 0.03% 472
2021
Q2 		$288K Sell
789
-60
-7% -$19.8K 0.04% 444
2021
Q1 		$260K Sell
849
-141
-14% -$46.3K 0.03% 511
2020
Q4 		$345K Sell
990
-25
-2% -$8.68K 0.04% 403
2020
Q3 		$353 Sell
1,015
-166
-14% -$55.4K 0.05% 367
2020
Q2 		$368K Sell
1,181
-16
-1% -$4.09K 0.06% 344
2020
Q1 		$227K Sell
1,197
-776
-39% -$174K 0.05% 401
2019
Q4 		$455K Buy
+1,973
New +$421K 0.08% 325

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Koshinski Asset Management's LULU Position: Q2 2024 in Review

Koshinski Asset Management sold out of lululemon athletica (LULU) in Q2 2024, closing a stake of 579 shares — an estimated $226K sold.

Koshinski Asset Management first reported a position in LULU in Q4 2019 and held it in 17 quarters. The position peaked at $455K in Q4 2019. 1,073 funds tracked by Wall St. Rank hold LULU as of Q2 2024.

  • Koshinski Asset Management reported no remaining lululemon athletica position as of Q2 2024 after selling out during the quarter.
  • Koshinski Asset Management sold 579 lululemon athletica shares in Q2 2024, an estimated $226K.
  • Koshinski Asset Management first reported a position in lululemon athletica in Q4 2019 and held it in 17 quarters.
  • Koshinski Asset Management's lululemon athletica position peaked at $455K in Q4 2019.
  • 1,073 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2024.

Based on Koshinski Asset Management's 13F filing for Q2 2024, filed 12 Jul 2024.