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Symmetry Investments’s lululemon athletica LULU Stock Holding History

Symmetry Investments’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
Q3 		– Sell
-8,284
Closed -$2.47M – 171
2024
Q2 		$2.47M Buy
8,284
+3,900
+89% +$1.3M 0.28% 70
2024
Q1 		$1.71M Sell
4,384
-2,000
-31% -$925K 0.1% 97
2023
Q4 		$3.26M Buy
+6,384
New +$2.76M 0.24% 70
2023
Q2 		– Sell
-1,771
Closed -$645K – 193
2023
Q1 		$645K Buy
+1,771
New +$555K 0.15% 79

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

Symmetry Investments's LULU Position: Q3 2024 in Review

Symmetry Investments sold out of lululemon athletica (LULU) in Q3 2024, closing a stake of 8,284 shares — an estimated $2.47M sold.

Symmetry Investments first reported a position in LULU in Q1 2023 and held it in 4 quarters. The position peaked at $3.26M in Q4 2023. 1,079 funds tracked by Wall St. Rank hold LULU as of Q3 2024.

  • Symmetry Investments reported no remaining lululemon athletica position as of Q3 2024 after selling out during the quarter.
  • Symmetry Investments sold 8,284 lululemon athletica shares in Q3 2024, an estimated $2.47M.
  • Symmetry Investments first reported a position in lululemon athletica in Q1 2023 and held it in 4 quarters.
  • Symmetry Investments's lululemon athletica position peaked at $3.26M in Q4 2023.
  • 1,079 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2024.

Based on Symmetry Investments's 13F filing for Q3 2024, filed 14 Nov 2024.