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Simplicity Solutions’s lululemon athletica LULU Stock Holding History

Simplicity Solutions’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
2023
Q4 		$946K Buy
1,851
+78
+4% +$33.7K 0.03% 454
2023
Q3 		$684K Sell
1,773
-148
-8% -$56.5K 0.02% 521
2023
Q2 		$727K Sell
1,921
-1,149
-37% -$424K 0.02% 556
2023
Q1 		$1.12M Buy
3,070
+1,701
+124% +$533K 0.03% 452
2022
Q4 		$439K Buy
1,369
+13
+1% +$4.28K 0.06% 377
2022
Q3 		$379K Buy
1,356
+294
+28% +$91.2K 0.06% 385
2022
Q2 		$290K Buy
1,062
+268
+34% +$85.9K 0.04% 447
2022
Q1 		$290K Sell
794
-942
-54% -$307K 0.04% 459
2021
Q4 		$680K Buy
1,736
+1,039
+149% +$444K 0.08% 315
2021
Q3 		$282K Buy
697
+96
+16% +$38.5K 0.04% 463
2021
Q2 		$219K Buy
+601
New +$198K 0.04% 477
2020
Q2 		– Sell
-1,737
Closed -$329K – 908
2020
Q1 		$329K Buy
1,737
+585
+51% +$131K 0.01% 590
2019
Q4 		$267K Sell
1,152
-30
-3% -$6.39K 0.01% 710
2019
Q3 		$228K Sell
1,182
-1,320
-53% -$247K 0.01% 650
2019
Q2 		$451K Buy
2,502
+1,162
+87% +$202K 0.02% 377
2019
Q1 		$220K Buy
+1,340
New +$196K 0.01% 655

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Simplicity Solutions's LULU Position: Q4 2023 in Review

Simplicity Solutions increased its lululemon athletica (LULU) stake by 4.4% in Q4 2023, buying an estimated $33.7K and bringing the position to 1,851 shares worth $946K. The position accounts for 0.03% of the portfolio, ranked #454.

Simplicity Solutions first reported a position in LULU in Q1 2019 and has held it in 16 quarters since. The position peaked at $1.12M in Q1 2023. 1,230 funds tracked by Wall St. Rank hold LULU as of Q4 2023.

  • Simplicity Solutions held 1,851 shares of lululemon athletica worth $946K as of Q4 2023.
  • Simplicity Solutions bought 78 lululemon athletica shares in Q4 2023, an estimated $33.7K.
  • lululemon athletica made up 0.03% of Simplicity Solutions's portfolio in Q4 2023, its #454 holding.
  • Simplicity Solutions first reported a position in lululemon athletica in Q1 2019 and has held it in 16 quarters since.
  • Simplicity Solutions's lululemon athletica position peaked at $1.12M in Q1 2023.
  • 1,230 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.