Planned Solutions’s lululemon athletica LULU Stock Holding History

Planned Solutions’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 Q4	–	Sell	-22	Closed	-$5.97K	–	412
2024 Q3	$5.97K	Buy	+22	New	+$5.84K	﹤0.01%	484

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

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

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

Planned Solutions's LULU Position: Q4 2024 in Review

Planned Solutions sold out of lululemon athletica (LULU) in Q4 2024, closing a stake of 22 shares — an estimated $5.97K sold.

Planned Solutions first reported a position in LULU in Q3 2024 and held it in 1 quarter. The position peaked at $5.97K in Q3 2024. 1,231 funds tracked by Wall St. Rank hold LULU as of Q4 2024.

Planned Solutions reported no remaining lululemon athletica position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 22 lululemon athletica shares in Q4 2024, an estimated $5.97K.
Planned Solutions first reported a position in lululemon athletica in Q3 2024 and held it in 1 quarter.
Planned Solutions's lululemon athletica position peaked at $5.97K in Q3 2024.
1,231 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.