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Laidlaw Wealth Management’s lululemon athletica LULU Stock Holding History

Laidlaw 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
-506
Closed -$259K – 210
2023
Q4 		$259K Sell
506
-59
-10% -$25.5K 0.09% 202
2023
Q3 		$218K Sell
565
-17
-3% -$6.5K 0.07% 248
2023
Q2 		$220K Sell
582
-17
-3% -$6.27K 0.04% 310
2023
Q1 		$218K Buy
+599
New +$188K 0.04% 319
2022
Q2 		– Sell
-575
Closed -$210K – 392
2022
Q1 		$210K Sell
575
-35
-6% -$11.4K 0.04% 364
2021
Q4 		$239K Buy
+610
New +$261K 0.04% 353

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
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

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

Laidlaw Wealth Management sold out of lululemon athletica (LULU) in Q1 2024, closing a stake of 506 shares — an estimated $259K sold.

Laidlaw Wealth Management first reported a position in LULU in Q4 2021 and held it in 6 quarters. The position peaked at $259K in Q4 2023. 1,189 funds tracked by Wall St. Rank hold LULU as of Q1 2024.

  • Laidlaw Wealth Management reported no remaining lululemon athletica position as of Q1 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 506 lululemon athletica shares in Q1 2024, an estimated $259K.
  • Laidlaw Wealth Management first reported a position in lululemon athletica in Q4 2021 and held it in 6 quarters.
  • Laidlaw Wealth Management's lululemon athletica position peaked at $259K in Q4 2023.
  • 1,189 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2024.

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