Sutton Wealth Advisors’s lululemon athletica LULU Stock Holding History

Sutton Wealth 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
2023 Q3	$3.47K	Hold	9	–	–	﹤0.01%	640
2023 Q2	$3.41K	Hold	9	–	–	﹤0.01%	620
2023 Q1	$3.28K	Hold	9	–	–	﹤0.01%	574
2022 Q4	$2.88K	Hold	9	–	–	﹤0.01%	1169
2022 Q3	$2.52K	Hold	9	–	–	﹤0.01%	1162
2022 Q2	$2.45K	Hold	9	–	–	﹤0.01%	1154
2022 Q1	$3.29K	Hold	9	–	–	﹤0.01%	1136
2021 Q4	$3.52K	Hold	9	–	–	﹤0.01%	1124
2021 Q3	$3.64K	Hold	9	–	–	﹤0.01%	1099
2021 Q2	$3.29K	Hold	9	–	–	﹤0.01%	1106
2021 Q1	$2.76K	Hold	9	–	–	﹤0.01%	1102
2020 Q4	$3.13K	Hold	9	–	–	﹤0.01%	1049
2020 Q3	$2.96K	Hold	9	–	–	﹤0.01%	1025
2020 Q2	$2.81K	Sell	9 -3	-25%	-$767	﹤0.01%	1013
2020 Q1	$2.27K	Buy	+12	New	+$2.69K	﹤0.01%	1019
2017 Q2	–	Sell	-174	Closed	-$9.03K	–	1097
2017 Q1	$9.03K	Hold	174	–	–	0.01%	734
2016 Q4	$11.3K	Hold	174	–	–	0.01%	659
2016 Q3	$10.6K	Hold	174	–	–	0.01%	648
2016 Q2	$12.9K	Hold	174	–	–	0.01%	568
2016 Q1	$11.8K	Buy	+174	New	+$10.4K	0.01%	567

Other funds holding LULU

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Sutton Wealth Advisors's LULU Position: Q3 2023 in Review

Sutton Wealth Advisors held its lululemon athletica (LULU) position steady in Q3 2023 at 9 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Sutton Wealth Advisors first reported a position in LULU in Q1 2016 and has held it in 20 quarters since. The position peaked at $12.9K in Q2 2016. 1,086 funds tracked by Wall St. Rank hold LULU as of Q3 2023.

Sutton Wealth Advisors held 9 shares of lululemon athletica worth $3.47K as of Q3 2023.
Sutton Wealth Advisors left its lululemon athletica share count unchanged in Q3 2023.
lululemon athletica made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #640 holding.
Sutton Wealth Advisors first reported a position in lululemon athletica in Q1 2016 and has held it in 20 quarters since.
Sutton Wealth Advisors's lululemon athletica position peaked at $12.9K in Q2 2016.
1,086 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.