L.M. Kohn & Company’s lululemon athletica LULU Stock Holding History

L.M. Kohn & Company’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	-1,000	Closed	-$299K	–	303
2024 Q2	$299K	Sell	1,000 -2,919	-74%	-$976K	0.08%	203
2024 Q1	$1.53M	Buy	3,919 +19	+0.5%	+$8.78K	0.43%	46
2023 Q4	$1.99M	Buy	3,900 +39	+1%	+$16.9K	0.64%	28
2023 Q3	$1.49M	Buy	3,861 +90	+2%	+$34.4K	0.54%	36
2023 Q2	$1.43M	Buy	3,771 +128	+4%	+$47.2K	0.54%	41
2023 Q1	$1.33M	Buy	3,643 +41	+1%	+$12.9K	0.55%	42
2022 Q4	$1.15M	Buy	3,602 +5	+0.1%	+$1.64K	0.54%	44
2022 Q3	$1.01M	Sell	3,597 -12	-0.3%	-$3.72K	0.49%	49
2022 Q2	$984K	Sell	3,609 -10	-0.3%	-$3.21K	0.46%	52
2022 Q1	$1.32M	Buy	+3,619	New	+$1.18M	0.51%	44

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

L.M. Kohn & Company's LULU Position: Q3 2024 in Review

L.M. Kohn & Company sold out of lululemon athletica (LULU) in Q3 2024, closing a stake of 1,000 shares — an estimated $299K sold.

L.M. Kohn & Company first reported a position in LULU in Q1 2022 and held it in 10 quarters. The position peaked at $1.99M in Q4 2023. 1,079 funds tracked by Wall St. Rank hold LULU as of Q3 2024.

L.M. Kohn & Company reported no remaining lululemon athletica position as of Q3 2024 after selling out during the quarter.
L.M. Kohn & Company sold 1,000 lululemon athletica shares in Q3 2024, an estimated $299K.
L.M. Kohn & Company first reported a position in lululemon athletica in Q1 2022 and held it in 10 quarters.
L.M. Kohn & Company's lululemon athletica position peaked at $1.99M in Q4 2023.
1,079 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2024.

Based on L.M. Kohn & Company's 13F filing for Q3 2024, filed 14 Nov 2024.