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Raymond James Financial Services Advisors’s lululemon athletica LULU Stock Holding History

Raymond James Financial Services 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
2020
Q1 		– Sell
-11,000
Closed -$79K – 2678
2019
Q4 		$79K Sell
11,000
-1,900
-15% -$405K ﹤0.01% 2730
2019
Q3 		$25K Buy
12,900
+400
+3% +$74.8K ﹤0.01% 2738
2019
Q2 		$44K Sell
12,500
-1,300
-9% -$226K ﹤0.01% 2754
2019
Q1 		$57K Buy
+13,800
New +$2.02M ﹤0.01% 2696

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Financial Services Advisors's LULU Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its lululemon athletica (LULU) stake by 37% in Q3 2024, selling an estimated $5.54M and leaving 34,841 shares worth $9.45M. The position accounts for 0.01% of the portfolio, ranked #894.

Raymond James Financial Services Advisors first reported a position in LULU in Q3 2016 and has held it in 33 quarters since. The position peaked at $36.8M in Q3 2021. 1,081 funds tracked by Wall St. Rank hold LULU as of Q3 2024.

  • Raymond James Financial Services Advisors held 34,841 shares of lululemon athletica worth $9.45M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 20,868 lululemon athletica shares in Q3 2024, an estimated $5.54M.
  • lululemon athletica made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #894 holding.
  • Raymond James Financial Services Advisors first reported a position in lululemon athletica in Q3 2016 and has held it in 33 quarters since.
  • Raymond James Financial Services Advisors's lululemon athletica position peaked at $36.8M in Q3 2021.
  • 1,081 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.