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Raymond James & Associates’s lululemon athletica LULU Stock Holding History

Raymond James & Associates’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
Q3 		– Sell
-3,000
Closed -$990K – 4060
2024
Q2 		$990K Buy
+3,000
New +$1M ﹤0.01% 2628

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Raymond James & Associates's LULU Position: Q3 2024 in Review

Raymond James & Associates reduced its lululemon athletica (LULU) stake by 12% in Q3 2024, selling an estimated $1.91M and leaving 52,535 shares worth $14.3M. The position accounts for 0.01% of the portfolio, ranked #1018.

Raymond James & Associates first reported a position in LULU in Q2 2013 and has held it in 43 quarters since. The position peaked at $59.2M in Q4 2023. 1,080 funds tracked by Wall St. Rank hold LULU as of Q3 2024.

  • Raymond James & Associates held 52,535 shares of lululemon athletica worth $14.3M as of Q3 2024.
  • Raymond James & Associates sold 7,215 lululemon athletica shares in Q3 2024, an estimated $1.91M.
  • lululemon athletica made up 0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1018 holding.
  • Raymond James & Associates first reported a position in lululemon athletica in Q2 2013 and has held it in 43 quarters since.
  • Raymond James & Associates's lululemon athletica position peaked at $59.2M in Q4 2023.
  • 1,080 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.