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Resurgent Financial Advisors’s lululemon athletica LULU Stock Holding History

Resurgent Financial 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
-55
Closed -$28.1K – 362
2023
Q4 		$28.1K Hold
55
– – 0.02% 433
2023
Q3 		$21.2K Hold
55
– – 0.01% 470
2023
Q2 		$20.8K Hold
55
– – 0.01% 496
2023
Q1 		$20K Sell
55
-342
-86% -$107K 0.01% 487
2022
Q4 		$127K Sell
397
-471
-54% -$155K 0.07% 269
2022
Q3 		$242K Buy
868
+31
+4% +$9.61K 0.16% 157
2022
Q2 		$228K Buy
837
+16
+2% +$5.13K 0.15% 163
2022
Q1 		$300K Buy
+821
New +$267K 0.19% 127

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

Resurgent Financial Advisors's LULU Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of lululemon athletica (LULU) in Q1 2024, closing a stake of 55 shares — an estimated $28.1K sold.

Resurgent Financial Advisors first reported a position in LULU in Q1 2022 and held it in 8 quarters. The position peaked at $300K in Q1 2022. 1,189 funds tracked by Wall St. Rank hold LULU as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining lululemon athletica position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 55 lululemon athletica shares in Q1 2024, an estimated $28.1K.
  • Resurgent Financial Advisors first reported a position in lululemon athletica in Q1 2022 and held it in 8 quarters.
  • Resurgent Financial Advisors's lululemon athletica position peaked at $300K in Q1 2022.
  • 1,189 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.