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RKL Wealth Management’s lululemon athletica LULU Stock Holding History

RKL 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
Q1 		– Sell
-525
Closed -$268K – 162
2023
Q4 		$268K Buy
525
+1
+0.2% +$432 0.03% 127
2023
Q3 		$202K Buy
+524
New +$200K 0.02% 130
2022
Q1 		– Sell
-617
Closed -$242K – 144
2021
Q4 		$242K Buy
617
+42
+7% +$17.9K 0.03% 117
2021
Q3 		$233K Sell
575
-3
-0.5% -$1.2K 0.03% 119
2021
Q2 		$211K Buy
+578
New +$190K 0.03% 125
2021
Q1 		– Sell
-606
Closed -$211K – 132
2020
Q4 		$211K Buy
+606
New +$210K 0.03% 122

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

RKL Wealth Management's LULU Position: Q1 2024 in Review

RKL Wealth Management sold out of lululemon athletica (LULU) in Q1 2024, closing a stake of 525 shares — an estimated $268K sold.

RKL Wealth Management first reported a position in LULU in Q4 2020 and held it in 6 quarters. The position peaked at $268K in Q4 2023. 1,189 funds tracked by Wall St. Rank hold LULU as of Q1 2024.

  • RKL Wealth Management reported no remaining lululemon athletica position as of Q1 2024 after selling out during the quarter.
  • RKL Wealth Management sold 525 lululemon athletica shares in Q1 2024, an estimated $268K.
  • RKL Wealth Management first reported a position in lululemon athletica in Q4 2020 and held it in 6 quarters.
  • RKL Wealth Management's lululemon athletica position peaked at $268K in Q4 2023.
  • 1,189 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2024.

Based on RKL Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.