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Strategic Investment Advisors’s lululemon athletica LULU Stock Holding History

Strategic 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
Q2 		– Sell
-1,605
Closed -$627K – 243
2024
Q1 		$627K Sell
1,605
-138
-8% -$63.8K 0.08% 154
2023
Q4 		$891K Buy
+1,743
New +$753K 0.13% 106
2019
Q3 		– Sell
-1,710
Closed -$307K – 162
2019
Q2 		$307K Buy
1,710
+192
+13% +$33.3K 0.17% 98
2019
Q1 		$249K Buy
+1,518
New +$222K 0.17% 106

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Strategic Investment Advisors's LULU Position: Q2 2024 in Review

Strategic Investment Advisors sold out of lululemon athletica (LULU) in Q2 2024, closing a stake of 1,605 shares — an estimated $627K sold.

Strategic Investment Advisors first reported a position in LULU in Q1 2019 and held it in 4 quarters. The position peaked at $891K in Q4 2023. 1,073 funds tracked by Wall St. Rank hold LULU as of Q2 2024.

  • Strategic Investment Advisors reported no remaining lululemon athletica position as of Q2 2024 after selling out during the quarter.
  • Strategic Investment Advisors sold 1,605 lululemon athletica shares in Q2 2024, an estimated $627K.
  • Strategic Investment Advisors first reported a position in lululemon athletica in Q1 2019 and held it in 4 quarters.
  • Strategic Investment Advisors's lululemon athletica position peaked at $891K in Q4 2023.
  • 1,073 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2024.

Based on Strategic Investment Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.