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Mason & Associates (California)’s lululemon athletica LULU Stock Holding History

Mason & Associates (California)’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
-741
Closed -$289K – 116
2024
Q1 		$289K Buy
+741
New +$343K 0.08% 87

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

Mason & Associates (California)'s LULU Position: Q2 2024 in Review

Mason & Associates (California) sold out of lululemon athletica (LULU) in Q2 2024, closing a stake of 741 shares — an estimated $289K sold.

Mason & Associates (California) first reported a position in LULU in Q1 2024 and held it in 1 quarter. The position peaked at $289K in Q1 2024. 1,073 funds tracked by Wall St. Rank hold LULU as of Q2 2024.

  • Mason & Associates (California) reported no remaining lululemon athletica position as of Q2 2024 after selling out during the quarter.
  • Mason & Associates (California) sold 741 lululemon athletica shares in Q2 2024, an estimated $289K.
  • Mason & Associates (California) first reported a position in lululemon athletica in Q1 2024 and held it in 1 quarter.
  • Mason & Associates (California)'s lululemon athletica position peaked at $289K in Q1 2024.
  • 1,073 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2024.

Based on Mason & Associates (California)'s 13F filing for Q2 2024, filed 19 Jul 2024.