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Quest Investment Management’s lululemon athletica LULU Stock Holding History

Quest Investment Management’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
-3,183
Closed -$1.63M – 90
2023
Q4 		$1.63M Sell
3,183
-512
-14% -$221K 0.2% 58
2023
Q3 		$1.42M Buy
3,695
+176
+5% +$67.2K 0.2% 64
2023
Q2 		$1.33M Buy
+3,519
New +$1.3M 0.18% 72
2023
Q1 		– Sell
-10,626
Closed -$3.4M – 89
2022
Q4 		$3.4M Buy
10,626
+595
+6% +$196K 0.41% 62
2022
Q3 		$2.8M Buy
+10,031
New +$3.11M 0.35% 69

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

Quest Investment Management's LULU Position: Q1 2024 in Review

Quest Investment Management sold out of lululemon athletica (LULU) in Q1 2024, closing a stake of 3,183 shares — an estimated $1.63M sold.

Quest Investment Management first reported a position in LULU in Q3 2022 and held it in 5 quarters. The position peaked at $3.4M in Q4 2022. 1,189 funds tracked by Wall St. Rank hold LULU as of Q1 2024.

  • Quest Investment Management reported no remaining lululemon athletica position as of Q1 2024 after selling out during the quarter.
  • Quest Investment Management sold 3,183 lululemon athletica shares in Q1 2024, an estimated $1.63M.
  • Quest Investment Management first reported a position in lululemon athletica in Q3 2022 and held it in 5 quarters.
  • Quest Investment Management's lululemon athletica position peaked at $3.4M in Q4 2022.
  • 1,189 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2024.

Based on Quest Investment Management's 13F filing for Q1 2024, filed 14 May 2024.