Private Capital Advisors’s lululemon athletica LULU Stock Holding History

Private Capital Advisors’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 Q2	–	Sell	-1,236	Closed	-$483K	–	86
2024 Q1	$483K	Buy	+1,236	New	+$571K	0.06%	56
2023 Q4	–	Sell	-640	Closed	-$252K	–	87
2023 Q3	$252K	Buy	+640	New	+$245K	0.04%	75
2023 Q2	–	Sell	-2,657	Closed	-$968K	–	90
2023 Q1	$968K	Hold	2,657	–	–	0.18%	43
2022 Q4	$851K	Buy	+2,657	New	+$874K	0.15%	43
2020 Q4	–	Sell	-757	Closed	-$249K	–	106
2020 Q3	$249K	Buy	+757	New	+$253K	0.06%	81
2019 Q4	–	Sell	-2,560	Closed	-$493K	–	84
2019 Q3	$493K	Buy	+2,560	New	+$478K	0.14%	67

Other funds holding LULU

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Private Capital Advisors's LULU Position: Q2 2024 in Review

Private Capital Advisors sold out of lululemon athletica (LULU) in Q2 2024, closing a stake of 1,236 shares — an estimated $483K sold.

Private Capital Advisors first reported a position in LULU in Q3 2019 and held it in 6 quarters. The position peaked at $968K in Q1 2023. 1,073 funds tracked by Wall St. Rank hold LULU as of Q2 2024.

Private Capital Advisors reported no remaining lululemon athletica position as of Q2 2024 after selling out during the quarter.
Private Capital Advisors sold 1,236 lululemon athletica shares in Q2 2024, an estimated $483K.
Private Capital Advisors first reported a position in lululemon athletica in Q3 2019 and held it in 6 quarters.
Private Capital Advisors's lululemon athletica position peaked at $968K in Q1 2023.
1,073 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2024.

Based on Private Capital Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.