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Revolve Wealth Partners’s lululemon athletica LULU Stock Holding History

Revolve Wealth Partners’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
-408
Closed -$209K – 187
2023
Q4 		$209K Buy
+408
New +$176K 0.04% 154
2023
Q1 		– Sell
-796
Closed -$255K – 147
2022
Q4 		$255K Sell
796
-127
-14% -$41.8K 0.07% 120
2022
Q3 		$258K Sell
923
-93
-9% -$28.8K 0.09% 102
2022
Q2 		$277K Buy
1,016
+18
+2% +$5.77K 0.09% 98
2022
Q1 		$364K Sell
998
-2
-0.2% -$651 0.11% 91
2021
Q4 		$391K Buy
+1,000
New +$427K 0.11% 92

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $302B AUM 26.44% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Revolve Wealth Partners's LULU Position: Q1 2024 in Review

Revolve Wealth Partners sold out of lululemon athletica (LULU) in Q1 2024, closing a stake of 408 shares — an estimated $209K sold.

Revolve Wealth Partners first reported a position in LULU in Q4 2021 and held it in 6 quarters. The position peaked at $391K in Q4 2021. 1,190 funds tracked by Wall St. Rank hold LULU as of Q1 2024.

  • Revolve Wealth Partners reported no remaining lululemon athletica position as of Q1 2024 after selling out during the quarter.
  • Revolve Wealth Partners sold 408 lululemon athletica shares in Q1 2024, an estimated $209K.
  • Revolve Wealth Partners first reported a position in lululemon athletica in Q4 2021 and held it in 6 quarters.
  • Revolve Wealth Partners's lululemon athletica position peaked at $391K in Q4 2021.
  • 1,190 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2024.

Based on Revolve Wealth Partners's 13F filing for Q1 2024, filed 15 Apr 2024.