MHS
LULU icon

M Holdings Securities’s lululemon athletica LULU Stock Holding History

M Holdings Securities’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
Q2 		– Sell
-2,461
Closed -$896K – 351
2023
Q1 		$896K Buy
+2,461
New +$772K 0.09% 168

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

M Holdings Securities's LULU Position: Q1 2023 in Review

M Holdings Securities sold out of lululemon athletica (LULU) in Q1 2023, closing a stake of 4,280 shares — an estimated $1.34M sold.

M Holdings Securities first reported a position in LULU in Q3 2014 and held it in 10 quarters. The position peaked at $1.83M in Q1 2022. 1,060 funds tracked by Wall St. Rank hold LULU as of Q1 2023.

  • M Holdings Securities reported no remaining lululemon athletica position as of Q1 2023 after selling out during the quarter.
  • M Holdings Securities sold 4,280 lululemon athletica shares in Q1 2023, an estimated $1.34M.
  • M Holdings Securities first reported a position in lululemon athletica in Q3 2014 and held it in 10 quarters.
  • M Holdings Securities's lululemon athletica position peaked at $1.83M in Q1 2022.
  • 1,060 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2023.

Based on M Holdings Securities's 13F filing for Q1 2023, filed 16 May 2023.