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Lake Street Advisors Group’s lululemon athletica LULU Stock Holding History

Lake Street Advisors Group’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
Q4 		$450K Buy
+1,178
New +$385K 0.02% 344
2024
Q2 		– Sell
-1,354
Closed -$529K – 650
2024
Q1 		$529K Sell
1,354
-349
-20% -$161K 0.02% 329
2023
Q4 		$871K Buy
+1,703
New +$736K 0.04% 241

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Lake Street Advisors Group's LULU Position: Q4 2024 in Review

Lake Street Advisors Group opened a new position in lululemon athletica (LULU) in Q4 2024: 1,178 shares worth $450K. The stake represents 0.02% of the portfolio and ranks #344 among its holdings. This is a return to the name: Lake Street Advisors Group previously reported a position in LULU as recently as Q1 2024.

Lake Street Advisors Group first reported a position in LULU in Q4 2023 and has held it in 3 quarters since. The position peaked at $871K in Q4 2023. 1,231 funds tracked by Wall St. Rank hold LULU as of Q4 2024.

  • Lake Street Advisors Group held 1,178 shares of lululemon athletica worth $450K as of Q4 2024.
  • lululemon athletica was a new Lake Street Advisors Group position in Q4 2024.
  • lululemon athletica made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #344 holding.
  • Lake Street Advisors Group first reported a position in lululemon athletica in Q4 2023 and has held it in 3 quarters since.
  • Lake Street Advisors Group's lululemon athletica position peaked at $871K in Q4 2023.
  • 1,231 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.