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Psagot Value Holdings’s lululemon athletica LULU Stock Holding History

Psagot Value Holdings’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
-800
Closed -$407K – 353
2023
Q4 		$407K Buy
800
+100
+14% +$43.2K 0.18% 105
2023
Q3 		$265K Buy
700
+100
+17% +$38.2K 0.13% 122
2023
Q2 		$222K Buy
+600
New +$221K 0.11% 151
2022
Q1 		– Sell
-200
Closed -$78K – 377
2021
Q4 		$78K Sell
200
-25,287
-99% -$10.8M 0.01% 268
2021
Q3 		$10.3M Buy
25,487
+224
+0.9% +$89.7K 1.78% 11
2021
Q2 		$9.22M Buy
+25,263
New +$8.32M 0.33% 63
2019
Q2 		– Sell
-8
Closed -$1K – 432
2019
Q1 		$1K Sell
8
-27
-77% -$3.94K ﹤0.01% 441
2018
Q4 		$4K Buy
+35
New +$4.69K ﹤0.01% 423

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

Psagot Value Holdings's LULU Position: Q1 2024 in Review

Psagot Value Holdings sold out of lululemon athletica (LULU) in Q1 2024, closing a stake of 800 shares — an estimated $407K sold.

Psagot Value Holdings first reported a position in LULU in Q4 2018 and held it in 8 quarters. The position peaked at $10.3M in Q3 2021. 1,189 funds tracked by Wall St. Rank hold LULU as of Q1 2024.

  • Psagot Value Holdings reported no remaining lululemon athletica position as of Q1 2024 after selling out during the quarter.
  • Psagot Value Holdings sold 800 lululemon athletica shares in Q1 2024, an estimated $407K.
  • Psagot Value Holdings first reported a position in lululemon athletica in Q4 2018 and held it in 8 quarters.
  • Psagot Value Holdings's lululemon athletica position peaked at $10.3M in Q3 2021.
  • 1,189 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.