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Symphony Financial’s lululemon athletica LULU Stock Holding History

Symphony Financial’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 		– Sell
-757
Closed -$212K – 239
2024
Q3 		$212K Buy
+757
New +$201K 0.04% 212

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

Symphony Financial's LULU Position: Q4 2024 in Review

Symphony Financial sold out of lululemon athletica (LULU) in Q4 2024, closing a stake of 757 shares — an estimated $212K sold.

Symphony Financial first reported a position in LULU in Q3 2024 and held it in 1 quarter. The position peaked at $212K in Q3 2024. 1,231 funds tracked by Wall St. Rank hold LULU as of Q4 2024.

  • Symphony Financial reported no remaining lululemon athletica position as of Q4 2024 after selling out during the quarter.
  • Symphony Financial sold 757 lululemon athletica shares in Q4 2024, an estimated $212K.
  • Symphony Financial first reported a position in lululemon athletica in Q3 2024 and held it in 1 quarter.
  • Symphony Financial's lululemon athletica position peaked at $212K in Q3 2024.
  • 1,231 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2024.

Based on Symphony Financial's 13F filing for Q4 2024, filed 24 Jan 2025.