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Principal Securities’s Lulu's Fashion Lounge LVLU Stock Holding History

Principal Securities’s Portfolio LVLU Stock Details LVLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-20
Closed -$544 – 3500
2024
Q2 		$544 Hold
20
– – ﹤0.01% 3186
2024
Q1 		$412 Sell
20
-13
-39% -$372 ﹤0.01% 3168
2023
Q4 		$911 Buy
+33
New +$1.07K ﹤0.01% 2975

Other funds holding LVLU

Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
IVMX
Institutional Venture Management XV Menlo Park, California $75.5M AUM 16.43% 1-Year Est. Return
IVMX
Institutional Venture Management XVI Menlo Park, California $1.18M AUM 156.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Principal Securities's LVLU Position: Q3 2024 in Review

Principal Securities sold out of Lulu's Fashion Lounge (LVLU) in Q3 2024, closing a stake of 20 shares — an estimated $544 sold.

Principal Securities first reported a position in LVLU in Q4 2023 and held it in 3 quarters. The position peaked at $911 in Q4 2023. 27 funds tracked by Wall St. Rank hold LVLU as of Q3 2024.

  • Principal Securities reported no remaining Lulu's Fashion Lounge position as of Q3 2024 after selling out during the quarter.
  • Principal Securities sold 20 Lulu's Fashion Lounge shares in Q3 2024, an estimated $544.
  • Principal Securities first reported a position in Lulu's Fashion Lounge in Q4 2023 and held it in 3 quarters.
  • Principal Securities's Lulu's Fashion Lounge position peaked at $911 in Q4 2023.
  • 27 funds tracked by Wall St. Rank held Lulu's Fashion Lounge as of Q3 2024.

Based on Principal Securities's 13F filing for Q3 2024, filed 28 Oct 2024.