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P.J. Schmidt Investment Management (PJS)’s lululemon athletica LULU Stock Holding History

P.J. Schmidt Investment Management (PJS)’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
-1,459
Closed -$436K – 191
2024
Q2 		$436K Buy
1,459
+228
+19% +$76.2K 0.08% 120
2024
Q1 		$481K Buy
1,231
+149
+14% +$68.9K 0.09% 112
2023
Q4 		$517K Buy
1,082
+45
+4% +$19.4K 0.1% 104
2023
Q3 		$411K Buy
+1,037
New +$396K 0.09% 112

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

P.J. Schmidt Investment Management (PJS)'s LULU Position: Q3 2024 in Review

P.J. Schmidt Investment Management (PJS) sold out of lululemon athletica (LULU) in Q3 2024, closing a stake of 1,459 shares — an estimated $436K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in LULU in Q3 2023 and held it in 4 quarters. The position peaked at $517K in Q4 2023. 1,080 funds tracked by Wall St. Rank hold LULU as of Q3 2024.

  • P.J. Schmidt Investment Management (PJS) reported no remaining lululemon athletica position as of Q3 2024 after selling out during the quarter.
  • P.J. Schmidt Investment Management (PJS) sold 1,459 lululemon athletica shares in Q3 2024, an estimated $436K.
  • P.J. Schmidt Investment Management (PJS) first reported a position in lululemon athletica in Q3 2023 and held it in 4 quarters.
  • P.J. Schmidt Investment Management (PJS)'s lululemon athletica position peaked at $517K in Q4 2023.
  • 1,080 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2024.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q3 2024, filed 23 Oct 2024.