Symmetry Peak Management’s lululemon athletica LULU Stock Holding History

Symmetry Peak 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 Q1	–	Sell	-800	Closed	-$409K	–	134
2023 Q4	$409K	Buy	+800	New	+$346K	0.1%	93
2023 Q3	–	Sell	-1,000	Closed	-$382K	–	125
2023 Q2	$379K	Buy	1,000 +300	+43%	+$111K	0.07%	85
2023 Q1	$255K	Buy	+700	New	+$219K	0.05%	93
2020 Q3	–	Sell	-2,000	Closed	-$624K	–	95
2020 Q2	$624K	Buy	+2,000	New	+$511K	0.5%	33
2020 Q1	–	Sell	-2,500	Closed	-$579K	–	64
2019 Q4	$579K	Buy	2,500 +450	+22%	+$95.9K	0.13%	102
2019 Q3	$395K	Buy	2,050 +50	+3%	+$9.34K	0.18%	86
2019 Q2	$360K	Buy	2,000 +1,050	+111%	+$182K	0.08%	129
2019 Q1	$156K	Buy	+950	New	+$139K	0.04%	159
2018 Q4	–	Sell	-15,500	Closed	-$2.52M	–	96
2018 Q3	$2.52M	Buy	+15,500	New	+$2.12M	0.89%	20
2018 Q2	–	Sell	-20,500	Closed	-$1.83M	–	124
2018 Q1	$1.83M	Buy	+20,500	New	+$1.64M	0.51%	31
2016 Q2	–	Sell	-7,500	Closed	-$508K	–	111
2016 Q1	$508K	Buy	+7,500	New	+$450K	0.08%	91

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Symmetry Peak Management's LULU Position: Q1 2024 in Review

Symmetry Peak Management sold out of lululemon athletica (LULU) in Q1 2024, closing a stake of 800 shares — an estimated $409K sold.

Symmetry Peak Management first reported a position in LULU in Q1 2016 and held it in 11 quarters. The position peaked at $2.52M in Q3 2018. 1,190 funds tracked by Wall St. Rank hold LULU as of Q1 2024.

Symmetry Peak Management reported no remaining lululemon athletica position as of Q1 2024 after selling out during the quarter.
Symmetry Peak Management sold 800 lululemon athletica shares in Q1 2024, an estimated $409K.
Symmetry Peak Management first reported a position in lululemon athletica in Q1 2016 and held it in 11 quarters.
Symmetry Peak Management's lululemon athletica position peaked at $2.52M in Q3 2018.
1,190 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2024.

Based on Symmetry Peak Management's 13F filing for Q1 2024, filed 15 May 2024.