TVWM
LULU icon

Tower View Wealth Management’s lululemon athletica LULU Stock Holding History

Tower View Wealth 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
-5,801
Closed -$2.27M – 194
2024
Q1 		$2.27M Sell
5,801
-492
-8% -$227K 1.33% 34
2023
Q4 		$3.22M Buy
6,293
+7
+0.1% +$3.02K 1.99% 27
2023
Q3 		$2.42M Buy
6,286
+18
+0.3% +$6.88K 1.7% 30
2023
Q2 		$2.37M Sell
6,268
-281
-4% -$104K 1.61% 32
2023
Q1 		$2.38M Sell
6,549
-144
-2% -$45.1K 1.6% 31
2022
Q4 		$2.14M Sell
6,693
-67
-1% -$22K 1.49% 33
2022
Q3 		$1.89M Sell
6,760
-2
-0% -$620 1.44% 33
2022
Q2 		$1.84M Sell
6,762
-196
-3% -$62.8K 1.35% 35
2022
Q1 		$2.54M Buy
6,958
+276
+4% +$89.8K 1.37% 33
2021
Q4 		$2.62M Buy
6,682
+63
+1% +$26.9K 1.33% 34
2021
Q3 		$2.68M Buy
6,619
+38
+0.6% +$15.2K 1.49% 31
2021
Q2 		$2.4M Buy
6,581
+22
+0.3% +$7.25K 1.22% 37
2021
Q1 		$2.01M Buy
6,559
+6,524
+18,640% +$2.14M 1.1% 39
2020
Q4 		$12K Hold
35
– – 0.01% 122
2020
Q3 		$12K Hold
35
– – 0.01% 102
2020
Q2 		$11K Buy
35
+10
+40% +$2.56K 0.01% 99
2020
Q1 		$5K Buy
+25
New +$5.59K ﹤0.01% 103

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

Tower View Wealth Management's LULU Position: Q2 2024 in Review

Tower View Wealth Management sold out of lululemon athletica (LULU) in Q2 2024, closing a stake of 5,801 shares — an estimated $2.27M sold.

Tower View Wealth Management first reported a position in LULU in Q1 2020 and held it in 17 quarters. The position peaked at $3.22M in Q4 2023. 1,073 funds tracked by Wall St. Rank hold LULU as of Q2 2024.

  • Tower View Wealth Management reported no remaining lululemon athletica position as of Q2 2024 after selling out during the quarter.
  • Tower View Wealth Management sold 5,801 lululemon athletica shares in Q2 2024, an estimated $2.27M.
  • Tower View Wealth Management first reported a position in lululemon athletica in Q1 2020 and held it in 17 quarters.
  • Tower View Wealth Management's lululemon athletica position peaked at $3.22M in Q4 2023.
  • 1,073 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2024.

Based on Tower View Wealth Management's 13F filing for Q2 2024, filed 26 Jul 2024.