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Polaris Wealth Advisory Group’s lululemon athletica LULU Stock Holding History

Polaris Wealth Advisory Group’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
2023
Q3 		– Sell
-2,609
Closed -$988K – 181
2023
Q2 		$988K Sell
2,609
-1,799
-41% -$664K 0.07% 109
2023
Q1 		$1.61M Sell
4,408
-11,341
-72% -$3.56M 0.12% 101
2022
Q4 		$4.91M Sell
15,749
-9,067
-37% -$2.98M 0.37% 76
2022
Q3 		$7.19M Buy
24,816
+22,459
+953% +$6.96M 0.6% 52
2022
Q2 		$643K Buy
+2,357
New +$755K 0.05% 98
2022
Q1 		– Sell
-23,770
Closed -$9.3M – 184
2021
Q4 		$9.3M Sell
23,770
-247
-1% -$106K 0.53% 60
2021
Q3 		$9.6M Buy
24,017
+891
+4% +$357K 0.57% 57
2021
Q2 		$8.42M Buy
+23,126
New +$7.62M 0.5% 66
2021
Q1 		– Sell
-15,387
Closed -$5.62M – 185
2020
Q4 		$5.62M Buy
15,387
+3,017
+24% +$1.05M 0.42% 74
2020
Q3 		$4.18M Buy
+12,370
New +$4.13M 0.39% 69
2020
Q1 		– Sell
-18,298
Closed -$4.46M – 151
2019
Q4 		$4.46M Sell
18,298
-5,956
-25% -$1.27M 0.3% 65
2019
Q3 		$4.59M Buy
24,254
+344
+1% +$64.3K 0.37% 51
2019
Q2 		$4.3M Sell
23,910
-249
-1% -$43.2K 0.33% 55
2019
Q1 		$4M Sell
24,159
-1,128
-4% -$165K 0.3% 59
2018
Q4 		$3.08M Buy
+25,287
New +$3.39M 0.29% 63

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Polaris Wealth Advisory Group's LULU Position: Q3 2023 in Review

Polaris Wealth Advisory Group sold out of lululemon athletica (LULU) in Q3 2023, closing a stake of 2,609 shares — an estimated $988K sold.

Polaris Wealth Advisory Group first reported a position in LULU in Q4 2018 and held it in 15 quarters. The position peaked at $9.6M in Q3 2021. 1,085 funds tracked by Wall St. Rank hold LULU as of Q3 2023.

  • Polaris Wealth Advisory Group reported no remaining lululemon athletica position as of Q3 2023 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 2,609 lululemon athletica shares in Q3 2023, an estimated $988K.
  • Polaris Wealth Advisory Group first reported a position in lululemon athletica in Q4 2018 and held it in 15 quarters.
  • Polaris Wealth Advisory Group's lululemon athletica position peaked at $9.6M in Q3 2021.
  • 1,085 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.