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Milestone Investment Advisors’s lululemon athletica LULU Stock Holding History

Milestone Investment Advisors’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
Q4 		– Sell
-70
Closed -$27K – 300
2023
Q3 		$27K Buy
+70
New +$26.7K 0.01% 242
2023
Q2 		– Sell
-100
Closed -$36.4K – 294
2023
Q1 		$36.4K Buy
+100
New +$31.4K 0.01% 234

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

Milestone Investment Advisors's LULU Position: Q4 2023 in Review

Milestone Investment Advisors sold out of lululemon athletica (LULU) in Q4 2023, closing a stake of 70 shares — an estimated $27K sold.

Milestone Investment Advisors first reported a position in LULU in Q1 2023 and held it in 2 quarters. The position peaked at $36.4K in Q1 2023. 1,230 funds tracked by Wall St. Rank hold LULU as of Q4 2023.

  • Milestone Investment Advisors reported no remaining lululemon athletica position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 70 lululemon athletica shares in Q4 2023, an estimated $27K.
  • Milestone Investment Advisors first reported a position in lululemon athletica in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's lululemon athletica position peaked at $36.4K in Q1 2023.
  • 1,230 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.