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Tevis Investment Management’s lululemon athletica LULU Stock Holding History

Tevis Investment 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
Q2 		– Sell
-702
Closed -$274K – 93
2024
Q1 		$274K Buy
702
+1
+0.1% +$462 0.23% 84
2023
Q4 		$358K Sell
701
-174
-20% -$75.2K 0.33% 70
2023
Q3 		$337K Buy
875
+3
+0.3% +$1.15K 0.34% 67
2023
Q2 		$330K Sell
872
-11
-1% -$4.06K 0.32% 70
2023
Q1 		$322K Buy
+883
New +$277K 0.33% 71
2022
Q3 		– Sell
-10
Closed -$3K – 447
2022
Q2 		$3K Buy
+10
New +$3.21K ﹤0.01% 447

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Tevis Investment Management's LULU Position: Q2 2024 in Review

Tevis Investment Management sold out of lululemon athletica (LULU) in Q2 2024, closing a stake of 702 shares — an estimated $274K sold.

Tevis Investment Management first reported a position in LULU in Q2 2022 and held it in 6 quarters. The position peaked at $358K in Q4 2023. 1,073 funds tracked by Wall St. Rank hold LULU as of Q2 2024.

  • Tevis Investment Management reported no remaining lululemon athletica position as of Q2 2024 after selling out during the quarter.
  • Tevis Investment Management sold 702 lululemon athletica shares in Q2 2024, an estimated $274K.
  • Tevis Investment Management first reported a position in lululemon athletica in Q2 2022 and held it in 6 quarters.
  • Tevis Investment Management's lululemon athletica position peaked at $358K in Q4 2023.
  • 1,073 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2024.

Based on Tevis Investment Management's 13F filing for Q2 2024, filed 23 Jul 2024.