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Rational Advisors’s lululemon athletica LULU Stock Holding History

Rational 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
Q1 		– Sell
-5,810
Closed -$2.97M – 215
2023
Q4 		$2.97M Sell
5,810
-700
-11% -$302K 0.3% 39
2023
Q3 		$2.51M Buy
6,510
+560
+9% +$214K 0.23% 53
2023
Q2 		$2.25M Buy
5,950
+2,875
+93% +$1.06M 0.19% 55
2023
Q1 		$1.12M Sell
3,075
-4,125
-57% -$1.29M 0.09% 83
2022
Q4 		$2.31M Buy
7,200
+800
+13% +$263K 0.19% 45
2022
Q3 		$1.79M Buy
+6,400
New +$1.98M 0.14% 57
2022
Q1 		– Sell
-9,511
Closed -$3.72M – 279
2021
Q4 		$3.72M Buy
9,511
+2,000
+27% +$855K 0.23% 39
2021
Q3 		$3.04M Buy
7,511
+5,250
+232% +$2.1M 0.24% 35
2021
Q2 		$825K Sell
2,261
-1,000
-31% -$329K 0.1% 100
2021
Q1 		$1M Sell
3,261
-3,000
-48% -$985K 0.18% 102
2020
Q4 		$2.18M Sell
6,261
-202
-3% -$70.1K 0.58% 37
2020
Q3 		$2.13M Buy
6,463
+2,457
+61% +$820K 0.91% 26
2020
Q2 		$1.25M Sell
4,006
-550
-12% -$141K 0.65% 49
2020
Q1 		$864K Sell
4,556
-1,203
-21% -$269K 0.63% 47
2019
Q4 		$1.33M Sell
5,759
-2,012
-26% -$429K 0.63% 46
2019
Q3 		$1.5M Hold
7,771
– – 0.58% 47
2019
Q2 		$1.4M Buy
7,771
+3,625
+87% +$630K 0.5% 71
2019
Q1 		$679K Buy
4,146
+1,918
+86% +$280K 0.18% 128
2018
Q4 		$271K Buy
+2,228
New +$299K 0.08% 155
2018
Q2 		– Sell
-6,317
Closed -$563K – 544
2018
Q1 		$563K Buy
6,317
+2,094
+50% +$168K 0.27% 123
2017
Q4 		$332K Buy
+4,223
New +$282K 0.17% 160

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

Rational Advisors's LULU Position: Q1 2024 in Review

Rational Advisors sold out of lululemon athletica (LULU) in Q1 2024, closing a stake of 5,810 shares — an estimated $2.97M sold.

Rational Advisors first reported a position in LULU in Q4 2017 and held it in 21 quarters. The position peaked at $3.72M in Q4 2021. 1,189 funds tracked by Wall St. Rank hold LULU as of Q1 2024.

  • Rational Advisors reported no remaining lululemon athletica position as of Q1 2024 after selling out during the quarter.
  • Rational Advisors sold 5,810 lululemon athletica shares in Q1 2024, an estimated $2.97M.
  • Rational Advisors first reported a position in lululemon athletica in Q4 2017 and held it in 21 quarters.
  • Rational Advisors's lululemon athletica position peaked at $3.72M in Q4 2021.
  • 1,189 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2024.

Based on Rational Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.