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Lederer & Associates Investment Counsel’s lululemon athletica LULU Stock Holding History

Lederer & Associates Investment Counsel’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
-3,175
Closed -$948K – 87
2024
Q2 		$948K Buy
+3,175
New +$1.06M 0.69% 48

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Lederer & Associates Investment Counsel's LULU Position: Q3 2024 in Review

Lederer & Associates Investment Counsel sold out of lululemon athletica (LULU) in Q3 2024, closing a stake of 3,175 shares — an estimated $948K sold.

Lederer & Associates Investment Counsel first reported a position in LULU in Q2 2024 and held it in 1 quarter. The position peaked at $948K in Q2 2024. 1,081 funds tracked by Wall St. Rank hold LULU as of Q3 2024.

  • Lederer & Associates Investment Counsel reported no remaining lululemon athletica position as of Q3 2024 after selling out during the quarter.
  • Lederer & Associates Investment Counsel sold 3,175 lululemon athletica shares in Q3 2024, an estimated $948K.
  • Lederer & Associates Investment Counsel first reported a position in lululemon athletica in Q2 2024 and held it in 1 quarter.
  • Lederer & Associates Investment Counsel's lululemon athletica position peaked at $948K in Q2 2024.
  • 1,081 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2024.

Based on Lederer & Associates Investment Counsel's 13F filing for Q3 2024, filed 24 Oct 2024.