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RFP Financial Group’s lululemon athletica LULU Stock Holding History

RFP Financial Group’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
-16
Closed -$4.85K – 492
2024
Q2 		$4.85K Buy
16
+8
+100% +$2.67K ﹤0.01% 575
2024
Q1 		$3.21K Buy
8
+5
+167% +$2.31K ﹤0.01% 594
2023
Q4 		$1.65K Hold
3
– – ﹤0.01% 709
2023
Q3 		$1.24K Hold
3
– – ﹤0.01% 742
2023
Q2 		$1.22K Hold
3
– – ﹤0.01% 789
2023
Q1 		$1.18K Buy
+3
New +$941 ﹤0.01% 614

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

RFP Financial Group's LULU Position: Q3 2024 in Review

RFP Financial Group sold out of lululemon athletica (LULU) in Q3 2024, closing a stake of 16 shares — an estimated $4.85K sold.

RFP Financial Group first reported a position in LULU in Q1 2023 and held it in 6 quarters. The position peaked at $4.85K in Q2 2024. 1,079 funds tracked by Wall St. Rank hold LULU as of Q3 2024.

  • RFP Financial Group reported no remaining lululemon athletica position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 16 lululemon athletica shares in Q3 2024, an estimated $4.85K.
  • RFP Financial Group first reported a position in lululemon athletica in Q1 2023 and held it in 6 quarters.
  • RFP Financial Group's lululemon athletica position peaked at $4.85K in Q2 2024.
  • 1,079 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.