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Navellier & Associates’s lululemon athletica LULU Stock Holding History

Navellier & Associates’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
Q3 		– Sell
-1,238
Closed -$370K – 344
2024
Q2 		$370K Sell
1,238
-8,666
-88% -$2.9M 0.04% 272
2024
Q1 		$3.87M Sell
9,904
-368
-4% -$170K 0.48% 52
2023
Q4 		$5.25M Sell
10,272
-3,131
-23% -$1.35M 0.79% 31
2023
Q3 		$5.17M Sell
13,403
-1,105
-8% -$422K 0.89% 25
2023
Q2 		$5.49M Sell
14,508
-147
-1% -$54.2K 1.07% 19
2023
Q1 		$5.34M Buy
14,655
+13,657
+1,368% +$4.28M 1.12% 14
2022
Q4 		$320K Sell
998
-5
-0.5% -$1.64K 0.07% 210
2022
Q3 		$280K Sell
1,003
-16
-2% -$4.96K 0.06% 225
2022
Q2 		$278K Hold
1,019
– – 0.06% 239
2022
Q1 		$372K Hold
1,019
– – 0.06% 237
2021
Q4 		$399K Sell
1,019
-10
-1% -$4.27K 0.06% 239
2021
Q3 		$416K Hold
1,029
– – 0.06% 219
2021
Q2 		$376K Sell
1,029
-18,568
-95% -$6.11M 0.06% 222
2021
Q1 		$6.01M Sell
19,597
-508
-3% -$167K 1.08% 27
2020
Q4 		$7M Buy
20,105
+543
+3% +$189K 1.27% 19
2020
Q3 		$6.44M Sell
19,562
-7,972
-29% -$2.66M 1.41% 17
2020
Q2 		$8.59M Sell
27,534
-26,469
-49% -$6.77M 2.04% 6
2020
Q1 		$10.2M Sell
54,003
-7,770
-13% -$1.74M 2.41% 3
2019
Q4 		$14.3M Sell
61,773
-5,367
-8% -$1.14M 2.3% 3
2019
Q3 		$12.9M Sell
67,140
-8,665
-11% -$1.62M 2.14% 6
2019
Q2 		$13.7M Sell
75,805
-311
-0.4% -$54K 2.11% 5
2019
Q1 		$12.5M Buy
76,116
+7,317
+11% +$1.07M 1.94% 8
2018
Q4 		$8.37M Buy
68,799
+4,951
+8% +$664K 1.42% 7
2018
Q3 		$10.4M Buy
63,848
+42,785
+203% +$5.87M 1.34% 12
2018
Q2 		$2.63M Buy
+21,063
New +$2.25M 0.37% 79

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Navellier & Associates's LULU Position: Q3 2024 in Review

Navellier & Associates sold out of lululemon athletica (LULU) in Q3 2024, closing a stake of 1,238 shares — an estimated $370K sold.

Navellier & Associates first reported a position in LULU in Q2 2018 and held it in 25 quarters. The position peaked at $14.3M in Q4 2019. 1,080 funds tracked by Wall St. Rank hold LULU as of Q3 2024.

  • Navellier & Associates reported no remaining lululemon athletica position as of Q3 2024 after selling out during the quarter.
  • Navellier & Associates sold 1,238 lululemon athletica shares in Q3 2024, an estimated $370K.
  • Navellier & Associates first reported a position in lululemon athletica in Q2 2018 and held it in 25 quarters.
  • Navellier & Associates's lululemon athletica position peaked at $14.3M in Q4 2019.
  • 1,080 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2024.

Based on Navellier & Associates's 13F filing for Q3 2024, filed 12 Nov 2024.