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Lantern Wealth Advisors’s lululemon athletica LULU Stock Holding History

Lantern Wealth Advisors’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 		$222K Buy
+581
New +$190K 0.14% 128
2024
Q3 		– Sell
-810
Closed -$242K – 132
2024
Q2 		$242K Buy
+810
New +$271K 0.18% 107

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

Lantern Wealth Advisors's LULU Position: Q4 2024 in Review

Lantern Wealth Advisors opened a new position in lululemon athletica (LULU) in Q4 2024: 581 shares worth $222K. The stake represents 0.14% of the portfolio and ranks #128 among its holdings. This is a return to the name: Lantern Wealth Advisors previously reported a position in LULU as recently as Q2 2024.

Lantern Wealth Advisors first reported a position in LULU in Q2 2024 and has held it in 2 quarters since. The position peaked at $242K in Q2 2024. 1,232 funds tracked by Wall St. Rank hold LULU as of Q4 2024.

  • Lantern Wealth Advisors held 581 shares of lululemon athletica worth $222K as of Q4 2024.
  • lululemon athletica was a new Lantern Wealth Advisors position in Q4 2024.
  • lululemon athletica made up 0.14% of Lantern Wealth Advisors's portfolio in Q4 2024, its #128 holding.
  • Lantern Wealth Advisors first reported a position in lululemon athletica in Q2 2024 and has held it in 2 quarters since.
  • Lantern Wealth Advisors's lululemon athletica position peaked at $242K in Q2 2024.
  • 1,232 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2024.

Based on Lantern Wealth Advisors's 13F filing for Q4 2024, filed 18 Feb 2025.