RE Dickinson Investment Advisors’s lululemon athletica LULU Stock Holding History

RE Dickinson Investment 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
2023 Q4	–	Sell	-25	Closed	-$10K	–	252
2023 Q3	$10K	Hold	25	–	–	0.01%	174
2023 Q2	$9K	Buy	25 +1	+4%	+$369	﹤0.01%	260
2023 Q1	$9K	Hold	24	–	–	﹤0.01%	273
2022 Q4	$8K	Hold	24	–	–	﹤0.01%	265
2022 Q3	$7K	Hold	24	–	–	0.01%	167
2022 Q2	$7	Buy	24 +2	+9%	+$641	﹤0.01%	178
2022 Q1	$8K	Buy	22 +4	+22%	+$1.3K	0.01%	189
2021 Q4	$7K	Buy	+18	New	+$7.69K	0.01%	192

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

RE Dickinson Investment Advisors's LULU Position: Q4 2023 in Review

RE Dickinson Investment Advisors sold out of lululemon athletica (LULU) in Q4 2023, closing a stake of 25 shares — an estimated $10K sold.

RE Dickinson Investment Advisors first reported a position in LULU in Q4 2021 and held it in 8 quarters. The position peaked at $10K in Q3 2023. 1,230 funds tracked by Wall St. Rank hold LULU as of Q4 2023.

RE Dickinson Investment Advisors reported no remaining lululemon athletica position as of Q4 2023 after selling out during the quarter.
RE Dickinson Investment Advisors sold 25 lululemon athletica shares in Q4 2023, an estimated $10K.
RE Dickinson Investment Advisors first reported a position in lululemon athletica in Q4 2021 and held it in 8 quarters.
RE Dickinson Investment Advisors's lululemon athletica position peaked at $10K in Q3 2023.
1,230 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2023.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.