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Steward Financial Group’s lululemon athletica LULU Stock Holding History

Steward Financial Group’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
Q3 		$23K Buy
62
+19
+44% +$7.26K 0.01% 231
2023
Q2 		$16K Buy
+43
New +$15.9K 0.01% 276
2022
Q3 		– Sell
-16
Closed -$4K – 784
2022
Q2 		$4K Buy
+16
New +$5.13K ﹤0.01% 394

Other funds holding LULU

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Steward Financial Group's LULU Position: Q3 2023 in Review

Steward Financial Group increased its lululemon athletica (LULU) stake by 44% in Q3 2023, buying an estimated $7.26K and bringing the position to 62 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #231.

Steward Financial Group first reported a position in LULU in Q2 2022 and has held it in 3 quarters since. 1,085 funds tracked by Wall St. Rank hold LULU as of Q3 2023.

  • Steward Financial Group held 62 shares of lululemon athletica worth $23K as of Q3 2023.
  • Steward Financial Group bought 19 lululemon athletica shares in Q3 2023, an estimated $7.26K.
  • lululemon athletica made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #231 holding.
  • Steward Financial Group first reported a position in lululemon athletica in Q2 2022 and has held it in 3 quarters since.
  • 1,085 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.