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SYSTM Wealth Solutions’s lululemon athletica LULU Stock Holding History

SYSTM Wealth Solutions’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
-4,319
Closed -$1.29M – 404
2024
Q2 		$1.29M Buy
4,319
+192
+5% +$64.2K 0.29% 104
2024
Q1 		$1.61M Sell
4,127
-1,555
-27% -$719K 0.2% 145
2023
Q4 		$2.91M Sell
5,682
-327
-5% -$141K 0.4% 63
2023
Q3 		$2.32M Buy
6,009
+2,055
+52% +$785K 0.36% 68
2023
Q2 		$1.5M Sell
3,954
-74
-2% -$27.3K 0.2% 137
2023
Q1 		$1.47M Sell
4,028
-2,369
-37% -$743K 0.23% 120
2022
Q4 		$2.05M Buy
+6,397
New +$2.1M 0.25% 108

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

SYSTM Wealth Solutions's LULU Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of lululemon athletica (LULU) in Q3 2024, closing a stake of 4,319 shares — an estimated $1.29M sold.

SYSTM Wealth Solutions first reported a position in LULU in Q4 2022 and held it in 7 quarters. The position peaked at $2.91M in Q4 2023. 1,079 funds tracked by Wall St. Rank hold LULU as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining lululemon athletica position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 4,319 lululemon athletica shares in Q3 2024, an estimated $1.29M.
  • SYSTM Wealth Solutions first reported a position in lululemon athletica in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's lululemon athletica position peaked at $2.91M in Q4 2023.
  • 1,079 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.