Sugarloaf Wealth Management’s lululemon athletica LULU Stock Holding History

Sugarloaf Wealth Management’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	$31.4K	Hold	82	–	–	0.01%	348
2024 Q3	$22.3K	Hold	82	–	–	﹤0.01%	399
2024 Q2	$24.5K	Hold	82	–	–	0.01%	372
2024 Q1	$32K	Hold	82	–	–	0.01%	344
2023 Q4	$41.9K	Sell	82 -5	-6%	-$2.16K	0.01%	303
2023 Q3	$33.5K	Hold	87	–	–	0.01%	330
2023 Q2	$32.9K	Hold	87	–	–	0.01%	337
2023 Q1	$31.7K	Hold	87	–	–	0.01%	342
2022 Q4	$27.9K	Hold	87	–	–	0.01%	367
2022 Q3	$25K	Hold	87	–	–	0.01%	390
2022 Q2	$24K	Hold	87	–	–	0.01%	390
2022 Q1	$32K	Hold	87	–	–	0.01%	342
2021 Q4	$34K	Hold	87	–	–	0.01%	351
2021 Q3	$35K	Hold	87	–	–	0.01%	330
2021 Q2	$32K	Hold	87	–	–	0.01%	338
2021 Q1	$27	Hold	87	–	–	0.01%	358
2020 Q4	$30K	Hold	87	–	–	0.01%	321
2020 Q3	$29K	Hold	87	–	–	0.01%	309
2020 Q2	$27K	Hold	87	–	–	0.01%	313
2020 Q1	$16K	Hold	87	–	–	0.01%	369
2019 Q4	$20K	Buy	+87	New	+$18.5K	0.01%	369

Other funds holding LULU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sugarloaf Wealth Management's LULU Position: Q4 2024 in Review

Sugarloaf Wealth Management held its lululemon athletica (LULU) position steady in Q4 2024 at 82 shares worth $31.4K. The position accounts for 0.01% of the portfolio, ranked #348.

Sugarloaf Wealth Management first reported a position in LULU in Q4 2019 and has held it in 21 quarters since. The position peaked at $41.9K in Q4 2023. 1,231 funds tracked by Wall St. Rank hold LULU as of Q4 2024.

Sugarloaf Wealth Management held 82 shares of lululemon athletica worth $31.4K as of Q4 2024.
Sugarloaf Wealth Management left its lululemon athletica share count unchanged in Q4 2024.
lululemon athletica made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #348 holding.
Sugarloaf Wealth Management first reported a position in lululemon athletica in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's lululemon athletica position peaked at $41.9K in Q4 2023.
1,231 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.