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Nations Financial Group’s lululemon athletica LULU Stock Holding History

Nations Financial Group’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
-5,280
Closed -$1.43M – 694
2024
Q3 		$1.43M Buy
+5,280
New +$1.4M 0.1% 213
2021
Q1 		– Sell
-999
Closed -$348K – 359
2020
Q4 		$348K Sell
999
-20
-2% -$6.95K 0.09% 241
2020
Q3 		$336K Sell
1,019
-442
-30% -$148K 0.1% 217
2020
Q2 		$456K Sell
1,461
-1,508
-51% -$386K 0.16% 169
2020
Q1 		$563K Buy
2,969
+87
+3% +$19.5K 0.24% 132
2019
Q4 		$668K Sell
2,882
-146
-5% -$31.1K 0.23% 140
2019
Q3 		$619K Buy
+3,028
New +$566K 0.22% 140

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

Nations Financial Group's LULU Position: Q4 2024 in Review

Nations Financial Group sold out of lululemon athletica (LULU) in Q4 2024, closing a stake of 5,280 shares — an estimated $1.43M sold.

Nations Financial Group first reported a position in LULU in Q3 2019 and held it in 7 quarters. The position peaked at $1.43M in Q3 2024. 1,231 funds tracked by Wall St. Rank hold LULU as of Q4 2024.

  • Nations Financial Group reported no remaining lululemon athletica position as of Q4 2024 after selling out during the quarter.
  • Nations Financial Group sold 5,280 lululemon athletica shares in Q4 2024, an estimated $1.43M.
  • Nations Financial Group first reported a position in lululemon athletica in Q3 2019 and held it in 7 quarters.
  • Nations Financial Group's lululemon athletica position peaked at $1.43M in Q3 2024.
  • 1,231 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2024.

Based on Nations Financial Group's 13F filing for Q4 2024, filed 30 Jan 2025.