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Soltis Investment Advisors’s lululemon athletica LULU Stock Holding History

Soltis Investment 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
Q4 		– Sell
-14,251
Closed -$3.87M – 381
2024
Q3 		$3.87M Buy
14,251
+13,551
+1,936% +$3.6M 0.38% 78
2024
Q2 		$209K Sell
700
-75
-10% -$25.1K 0.02% 307
2024
Q1 		$303K Buy
+775
New +$358K 0.03% 245

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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

Soltis Investment Advisors's LULU Position: Q4 2024 in Review

Soltis Investment Advisors sold out of lululemon athletica (LULU) in Q4 2024, closing a stake of 14,251 shares — an estimated $3.87M sold.

Soltis Investment Advisors first reported a position in LULU in Q1 2024 and held it in 3 quarters. The position peaked at $3.87M in Q3 2024. 1,231 funds tracked by Wall St. Rank hold LULU as of Q4 2024.

  • Soltis Investment Advisors reported no remaining lululemon athletica position as of Q4 2024 after selling out during the quarter.
  • Soltis Investment Advisors sold 14,251 lululemon athletica shares in Q4 2024, an estimated $3.87M.
  • Soltis Investment Advisors first reported a position in lululemon athletica in Q1 2024 and held it in 3 quarters.
  • Soltis Investment Advisors's lululemon athletica position peaked at $3.87M in Q3 2024.
  • 1,231 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2024.

Based on Soltis Investment Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.