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Legacy Wealth Asset Management’s lululemon athletica LULU Stock Holding History

Legacy Wealth Asset 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
2023
Q3 		– Sell
-1,182
Closed -$447K – 343
2023
Q2 		$447K Sell
1,182
-45
-4% -$16.6K 0.16% 223
2023
Q1 		$447K Buy
1,227
+36
+3% +$11.3K 0.16% 223
2022
Q4 		$382K Buy
1,191
+188
+19% +$61.8K 0.15% 261
2022
Q3 		$280K Sell
1,003
-2,296
-70% -$712K 0.12% 272
2022
Q2 		$899K Buy
3,299
+86
+3% +$27.6K 0.36% 98
2022
Q1 		$1.17M Buy
3,213
+495
+18% +$161K 0.42% 69
2021
Q4 		$1.06M Buy
2,718
+648
+31% +$277K 0.36% 86
2021
Q3 		$838K Sell
2,070
-87
-4% -$34.8K 0.38% 99
2021
Q2 		$787K Sell
2,157
-199
-8% -$65.5K 0.35% 117
2021
Q1 		$723K Sell
2,356
-21
-0.9% -$6.89K 0.33% 121
2020
Q4 		$827K Buy
+2,377
New +$825K 0.42% 77

Other funds holding LULU

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Legacy Wealth Asset Management's LULU Position: Q3 2023 in Review

Legacy Wealth Asset Management sold out of lululemon athletica (LULU) in Q3 2023, closing a stake of 1,182 shares — an estimated $447K sold.

Legacy Wealth Asset Management first reported a position in LULU in Q4 2020 and held it in 11 quarters. The position peaked at $1.17M in Q1 2022. 1,085 funds tracked by Wall St. Rank hold LULU as of Q3 2023.

  • Legacy Wealth Asset Management reported no remaining lululemon athletica position as of Q3 2023 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 1,182 lululemon athletica shares in Q3 2023, an estimated $447K.
  • Legacy Wealth Asset Management first reported a position in lululemon athletica in Q4 2020 and held it in 11 quarters.
  • Legacy Wealth Asset Management's lululemon athletica position peaked at $1.17M in Q1 2022.
  • 1,085 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2023.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2023, filed 1 Nov 2023.