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Prosperity Financial Group’s lululemon athletica LULU Stock Holding History

Prosperity Financial 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
2025
Q1 		– Sell
-581
Closed -$222K – 184
2024
Q4 		$222K Buy
+581
New +$190K 0.11% 146
2024
Q3 		– Sell
-1,402
Closed -$419K – 162
2024
Q2 		$419K Buy
1,402
+77
+6% +$25.7K 0.26% 85
2024
Q1 		$518K Buy
1,325
+27
+2% +$12.5K 0.32% 77
2023
Q4 		$664K Buy
1,298
+120
+10% +$51.8K 0.46% 48
2023
Q3 		$454K Buy
1,178
+147
+14% +$56.2K 0.38% 59
2023
Q2 		$390K Buy
1,031
+356
+53% +$131K 0.34% 68
2023
Q1 		$246K Buy
675
+5
+0.7% +$1.57K 0.25% 85
2022
Q4 		$215K Buy
+670
New +$220K 0.23% 82

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 $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return