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Little House Capital’s lululemon athletica LULU Stock Holding History

Little House Capital’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
Q2 		– Sell
-1,370
Closed -$535K – 120
2024
Q1 		$535K Buy
1,370
+457
+50% +$211K 0.18% 101
2023
Q4 		$467K Sell
913
-123
-12% -$53.1K 0.17% 93
2023
Q3 		$399K Sell
1,036
-777
-43% -$297K 0.16% 97
2023
Q2 		$686K Buy
1,813
+18
+1% +$6.64K 0.29% 83
2023
Q1 		$654K Buy
1,795
+415
+30% +$130K 0.31% 80
2022
Q4 		$442K Sell
1,380
-70
-5% -$23K 0.22% 86
2022
Q3 		$405K Buy
1,450
+484
+50% +$150K 0.22% 89
2022
Q2 		$263K Sell
966
-228
-19% -$73.1K 0.14% 104
2022
Q1 		$436K Buy
+1,194
New +$389K 0.22% 107
2020
Q4 		– Sell
-937
Closed -$308K – 114
2020
Q3 		$308K Buy
937
+3
+0.3% +$1K 0.26% 77
2020
Q2 		$291K Buy
+934
New +$239K 0.27% 78

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Little House Capital's LULU Position: Q2 2024 in Review

Little House Capital sold out of lululemon athletica (LULU) in Q2 2024, closing a stake of 1,370 shares — an estimated $535K sold.

Little House Capital first reported a position in LULU in Q2 2020 and held it in 11 quarters. The position peaked at $686K in Q2 2023. 1,073 funds tracked by Wall St. Rank hold LULU as of Q2 2024.

  • Little House Capital reported no remaining lululemon athletica position as of Q2 2024 after selling out during the quarter.
  • Little House Capital sold 1,370 lululemon athletica shares in Q2 2024, an estimated $535K.
  • Little House Capital first reported a position in lululemon athletica in Q2 2020 and held it in 11 quarters.
  • Little House Capital's lululemon athletica position peaked at $686K in Q2 2023.
  • 1,073 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2024.

Based on Little House Capital's 13F filing for Q2 2024, filed 2 Aug 2024.