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Sierra Summit Advisors’s lululemon athletica LULU Stock Holding History

Sierra Summit 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
Q3 		– Sell
-25,498
Closed -$7.62M – 150
2024
Q2 		$7.62M Buy
25,498
+7,768
+44% +$2.6M 1.89% 24
2024
Q1 		$6.93M Buy
17,730
+1,958
+12% +$905K 1.88% 24
2023
Q4 		$8.06M Buy
+15,772
New +$6.81M 2.35% 7

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 $2.3T AUM 54.33% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sierra Summit Advisors's LULU Position: Q3 2024 in Review

Sierra Summit Advisors sold out of lululemon athletica (LULU) in Q3 2024, closing a stake of 25,498 shares — an estimated $7.62M sold.

Sierra Summit Advisors first reported a position in LULU in Q4 2023 and held it in 3 quarters. The position peaked at $8.06M in Q4 2023. 1,081 funds tracked by Wall St. Rank hold LULU as of Q3 2024.

  • Sierra Summit Advisors reported no remaining lululemon athletica position as of Q3 2024 after selling out during the quarter.
  • Sierra Summit Advisors sold 25,498 lululemon athletica shares in Q3 2024, an estimated $7.62M.
  • Sierra Summit Advisors first reported a position in lululemon athletica in Q4 2023 and held it in 3 quarters.
  • Sierra Summit Advisors's lululemon athletica position peaked at $8.06M in Q4 2023.
  • 1,081 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2024.

Based on Sierra Summit Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.