PFG Private Wealth Management’s lululemon athletica LULU Stock Holding History

PFG Private Wealth Management’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	-378	Closed	-$113K	–	248
2024 Q2	$113K	Buy	378 +79	+26%	+$26.4K	0.07%	77
2024 Q1	$117K	Buy	299 +10	+3%	+$4.62K	0.07%	75
2023 Q4	$148K	Buy	289 +196	+211%	+$84.7K	0.1%	59
2023 Q3	$35.9K	Sell	93 -194	-68%	-$74.1K	0.03%	111
2023 Q2	$109K	Buy	287 +1	+0.3%	+$369	0.06%	95
2023 Q1	$104K	Buy	286 +28	+11%	+$8.78K	0.07%	92
2022 Q4	$83K	Sell	258 -16	-6%	-$5.26K	0.05%	103
2022 Q3	$77K	Sell	274 -3	-1%	-$930	0.05%	109
2022 Q2	$76K	Sell	277 -42	-13%	-$13.5K	0.04%	138
2022 Q1	$117K	Buy	+319	New	+$104K	0.06%	86

Other funds holding LULU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

PFG Private Wealth Management's LULU Position: Q3 2024 in Review

PFG Private Wealth Management sold out of lululemon athletica (LULU) in Q3 2024, closing a stake of 378 shares — an estimated $113K sold.

PFG Private Wealth Management first reported a position in LULU in Q1 2022 and held it in 10 quarters. The position peaked at $148K in Q4 2023. 1,079 funds tracked by Wall St. Rank hold LULU as of Q3 2024.

PFG Private Wealth Management reported no remaining lululemon athletica position as of Q3 2024 after selling out during the quarter.
PFG Private Wealth Management sold 378 lululemon athletica shares in Q3 2024, an estimated $113K.
PFG Private Wealth Management first reported a position in lululemon athletica in Q1 2022 and held it in 10 quarters.
PFG Private Wealth Management's lululemon athletica position peaked at $148K in Q4 2023.
1,079 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2024.

Based on PFG Private Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.