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Ritholtz Wealth Management’s lululemon athletica LULU Stock Holding History

Ritholtz Wealth Management’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
Q2 		– Sell
-699
Closed -$273K – 851
2024
Q1 		$273K Buy
699
+266
+61% +$123K 0.01% 660
2023
Q4 		$221K Buy
+433
New +$187K 0.01% 678
2022
Q4 		– Sell
-1,600
Closed -$447K – 670
2022
Q3 		$447K Buy
+1,600
New +$496K 0.02% 425

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ritholtz Wealth Management's LULU Position: Q2 2024 in Review

Ritholtz Wealth Management sold out of lululemon athletica (LULU) in Q2 2024, closing a stake of 699 shares — an estimated $273K sold.

Ritholtz Wealth Management first reported a position in LULU in Q3 2022 and held it in 3 quarters. The position peaked at $447K in Q3 2022. 1,073 funds tracked by Wall St. Rank hold LULU as of Q2 2024.

  • Ritholtz Wealth Management reported no remaining lululemon athletica position as of Q2 2024 after selling out during the quarter.
  • Ritholtz Wealth Management sold 699 lululemon athletica shares in Q2 2024, an estimated $273K.
  • Ritholtz Wealth Management first reported a position in lululemon athletica in Q3 2022 and held it in 3 quarters.
  • Ritholtz Wealth Management's lululemon athletica position peaked at $447K in Q3 2022.
  • 1,073 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2024.

Based on Ritholtz Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.