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O'Dell Group’s lululemon athletica LULU Stock Holding History

O'Dell 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
Q1 		– Sell
-286
Closed -$146K – 316
2023
Q4 		$146K Buy
+286
New +$124K 0.04% 109
2023
Q3 		– Sell
-286
Closed -$108K – 303
2023
Q2 		$108K Buy
+286
New +$106K 0.03% 122
2022
Q4 		– Sell
-286
Closed -$80K – 264
2022
Q3 		$80K Hold
286
– – 0.03% 116
2022
Q2 		$78K Sell
286
-37
-11% -$11.9K 0.03% 124
2022
Q1 		$118K Buy
323
+321
+16,050% +$104K 0.03% 106
2021
Q4 		$1K Hold
2
– – ﹤0.01% 490
2021
Q3 		$1K Buy
+2
New +$801 ﹤0.01% 468

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

O'Dell Group's LULU Position: Q1 2024 in Review

O'Dell Group sold out of lululemon athletica (LULU) in Q1 2024, closing a stake of 286 shares — an estimated $146K sold.

O'Dell Group first reported a position in LULU in Q3 2021 and held it in 7 quarters. The position peaked at $146K in Q4 2023. 1,190 funds tracked by Wall St. Rank hold LULU as of Q1 2024.

  • O'Dell Group reported no remaining lululemon athletica position as of Q1 2024 after selling out during the quarter.
  • O'Dell Group sold 286 lululemon athletica shares in Q1 2024, an estimated $146K.
  • O'Dell Group first reported a position in lululemon athletica in Q3 2021 and held it in 7 quarters.
  • O'Dell Group's lululemon athletica position peaked at $146K in Q4 2023.
  • 1,190 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.