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Planning Alternatives’s lululemon athletica LULU Stock Holding History

Planning Alternatives’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
-507
Closed -$259K – 51
2023
Q4 		$259K Buy
+507
New +$219K 0.05% 42
2023
Q3 		– Sell
-634
Closed -$240K – 47
2023
Q2 		$240K Sell
634
-200
-24% -$73.8K 0.04% 42
2023
Q1 		$304K Hold
834
– – 0.06% 36
2022
Q4 		$267K Sell
834
-340
-29% -$112K 0.05% 41
2022
Q3 		$328K Sell
1,174
-103
-8% -$31.9K 0.07% 33
2022
Q2 		$348K Hold
1,277
– – 0.07% 34
2022
Q1 		$466K Sell
1,277
-560
-30% -$182K 0.07% 33
2021
Q4 		$719K Hold
1,837
– – 0.11% 31
2021
Q3 		$743K Buy
+1,837
New +$736K 0.12% 30

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

Planning Alternatives's LULU Position: Q1 2024 in Review

Planning Alternatives sold out of lululemon athletica (LULU) in Q1 2024, closing a stake of 507 shares — an estimated $259K sold.

Planning Alternatives first reported a position in LULU in Q3 2021 and held it in 9 quarters. The position peaked at $743K in Q3 2021. 1,189 funds tracked by Wall St. Rank hold LULU as of Q1 2024.

  • Planning Alternatives reported no remaining lululemon athletica position as of Q1 2024 after selling out during the quarter.
  • Planning Alternatives sold 507 lululemon athletica shares in Q1 2024, an estimated $259K.
  • Planning Alternatives first reported a position in lululemon athletica in Q3 2021 and held it in 9 quarters.
  • Planning Alternatives's lululemon athletica position peaked at $743K in Q3 2021.
  • 1,189 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2024.

Based on Planning Alternatives's 13F filing for Q1 2024, filed 17 Apr 2024.