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Main Street Research’s lululemon athletica LULU Stock Holding History

Main Street Research’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
Q1 		– Sell
-551
Closed -$282K – 116
2023
Q4 		$282K Buy
+551
New +$238K 0.02% 87
2022
Q1 		– Sell
-666
Closed -$261K – 137
2021
Q4 		$261K Hold
666
– – 0.02% 119
2021
Q3 		$270K Hold
666
– – 0.02% 117
2021
Q2 		$243K Buy
+666
New +$219K 0.02% 124

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Main Street Research's LULU Position: Q1 2024 in Review

Main Street Research sold out of lululemon athletica (LULU) in Q1 2024, closing a stake of 551 shares — an estimated $282K sold.

Main Street Research first reported a position in LULU in Q2 2021 and held it in 4 quarters. The position peaked at $282K in Q4 2023. 1,189 funds tracked by Wall St. Rank hold LULU as of Q1 2024.

  • Main Street Research reported no remaining lululemon athletica position as of Q1 2024 after selling out during the quarter.
  • Main Street Research sold 551 lululemon athletica shares in Q1 2024, an estimated $282K.
  • Main Street Research first reported a position in lululemon athletica in Q2 2021 and held it in 4 quarters.
  • Main Street Research's lululemon athletica position peaked at $282K in Q4 2023.
  • 1,189 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2024.

Based on Main Street Research's 13F filing for Q1 2024, filed 1 May 2024.