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Morton Brown Family Wealth’s lululemon athletica LULU Stock Holding History

Morton Brown Family Wealth’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
Q4 		– Sell
-60
Closed -$16.3K – 291
2024
Q3 		$16.3K Hold
60
– – 0.01% 144
2024
Q2 		$17.1K Hold
60
– – 0.01% 135
2024
Q1 		$23.4K Hold
60
– – 0.01% 114
2023
Q4 		$30.7K Buy
+60
New +$25.9K 0.01% 128

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morton Brown Family Wealth's LULU Position: Q4 2024 in Review

Morton Brown Family Wealth sold out of lululemon athletica (LULU) in Q4 2024, closing a stake of 60 shares — an estimated $16.3K sold.

Morton Brown Family Wealth first reported a position in LULU in Q4 2023 and held it in 4 quarters. The position peaked at $30.7K in Q4 2023. 1,231 funds tracked by Wall St. Rank hold LULU as of Q4 2024.

  • Morton Brown Family Wealth reported no remaining lululemon athletica position as of Q4 2024 after selling out during the quarter.
  • Morton Brown Family Wealth sold 60 lululemon athletica shares in Q4 2024, an estimated $16.3K.
  • Morton Brown Family Wealth first reported a position in lululemon athletica in Q4 2023 and held it in 4 quarters.
  • Morton Brown Family Wealth's lululemon athletica position peaked at $30.7K in Q4 2023.
  • 1,231 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2024.

Based on Morton Brown Family Wealth's 13F filing for Q4 2024, filed 31 Jan 2025.