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Ogorek Anthony Joseph’s lululemon athletica LULU Stock Holding History

Ogorek Anthony Joseph’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
-13
Closed -$6K – 286
2023
Q4 		$6K Buy
+13
New +$5.62K ﹤0.01% 238
2023
Q2 		– Sell
-13
Closed -$4K – 276
2023
Q1 		$4K Hold
13
– – ﹤0.01% 225
2022
Q4 		$4K Buy
+13
New +$4.28K ﹤0.01% 188

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ogorek Anthony Joseph's LULU Position: Q1 2024 in Review

Ogorek Anthony Joseph sold out of lululemon athletica (LULU) in Q1 2024, closing a stake of 13 shares — an estimated $6K sold.

Ogorek Anthony Joseph first reported a position in LULU in Q4 2022 and held it in 3 quarters. The position peaked at $6K in Q4 2023. 1,189 funds tracked by Wall St. Rank hold LULU as of Q1 2024.

  • Ogorek Anthony Joseph reported no remaining lululemon athletica position as of Q1 2024 after selling out during the quarter.
  • Ogorek Anthony Joseph sold 13 lululemon athletica shares in Q1 2024, an estimated $6K.
  • Ogorek Anthony Joseph first reported a position in lululemon athletica in Q4 2022 and held it in 3 quarters.
  • Ogorek Anthony Joseph's lululemon athletica position peaked at $6K in Q4 2023.
  • 1,189 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2024.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2024, filed 3 May 2024.