Laffer Tengler Investments’s lululemon athletica LULU Stock Holding History

Laffer Tengler Investments’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	-3,258	Closed	-$1.27M	–	422
2024 Q1	$1.27M	Sell	3,258 -350	-10%	-$162K	0.33%	82
2023 Q4	$1.84M	Buy	3,608 +434	+14%	+$188K	0.49%	72
2023 Q3	$1.22M	Buy	3,174 +313	+11%	+$120K	0.36%	82
2023 Q2	$1.08M	Buy	2,861 +64	+2%	+$23.6K	0.29%	92
2023 Q1	$1.02M	Sell	2,797 -98	-3%	-$30.7K	0.28%	100
2022 Q4	$928K	Buy	2,895 +491	+20%	+$161K	0.27%	104
2022 Q3	$672K	Buy	2,404 +414	+21%	+$128K	0.25%	110
2022 Q2	$542K	Buy	+1,990	New	+$638K	0.19%	119

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Laffer Tengler Investments's LULU Position: Q2 2024 in Review

Laffer Tengler Investments sold out of lululemon athletica (LULU) in Q2 2024, closing a stake of 3,258 shares — an estimated $1.27M sold.

Laffer Tengler Investments first reported a position in LULU in Q2 2022 and held it in 8 quarters. The position peaked at $1.84M in Q4 2023. 1,073 funds tracked by Wall St. Rank hold LULU as of Q2 2024.

Laffer Tengler Investments reported no remaining lululemon athletica position as of Q2 2024 after selling out during the quarter.
Laffer Tengler Investments sold 3,258 lululemon athletica shares in Q2 2024, an estimated $1.27M.
Laffer Tengler Investments first reported a position in lululemon athletica in Q2 2022 and held it in 8 quarters.
Laffer Tengler Investments's lululemon athletica position peaked at $1.84M in Q4 2023.
1,073 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2024.

Based on Laffer Tengler Investments's 13F filing for Q2 2024, filed 14 Aug 2024.