Money Concepts Capital’s lululemon athletica LULU Stock Holding History

Money Concepts 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 Q1	–	Sell	-476	Closed	-$243K	–	398
2023 Q4	$243K	Buy	+476	New	+$206K	0.02%	351
2023 Q2	–	Sell	-8,310	Closed	-$3.02M	–	431
2023 Q1	$3.02M	Buy	8,310 +4,790	+136%	+$1.5M	0.17%	115
2022 Q4	$1.13M	Sell	3,520 -1,611	-31%	-$530K	0.05%	274
2022 Q3	$1.43M	Buy	5,131 +3,086	+151%	+$957K	0.08%	195
2022 Q2	$539K	Sell	2,045 -46	-2%	-$14.7K	0.05%	266
2022 Q1	$764K	Buy	2,091 +393	+23%	+$128K	0.04%	342
2021 Q4	$665K	Buy	+1,698	New	+$726K	0.06%	269
2021 Q1	$728K	Buy	2,375 +691	+41%	+$227K	0.06%	257
2020 Q4	$586K	Buy	+1,684	New	+$585K	0.05%	260

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Money Concepts Capital's LULU Position: Q1 2024 in Review

Money Concepts Capital sold out of lululemon athletica (LULU) in Q1 2024, closing a stake of 476 shares — an estimated $243K sold.

Money Concepts Capital first reported a position in LULU in Q4 2020 and held it in 9 quarters. The position peaked at $3.02M in Q1 2023. 1,189 funds tracked by Wall St. Rank hold LULU as of Q1 2024.

Money Concepts Capital reported no remaining lululemon athletica position as of Q1 2024 after selling out during the quarter.
Money Concepts Capital sold 476 lululemon athletica shares in Q1 2024, an estimated $243K.
Money Concepts Capital first reported a position in lululemon athletica in Q4 2020 and held it in 9 quarters.
Money Concepts Capital's lululemon athletica position peaked at $3.02M in Q1 2023.
1,189 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2024.

Based on Money Concepts Capital's 13F filing for Q1 2024, filed 1 May 2024.