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Tradition Wealth Management’s lululemon athletica LULU Stock Holding History

Tradition 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
Q1 		– Sell
-249
Closed -$127K – 850
2023
Q4 		$127K Sell
249
-31
-11% -$13.4K 0.01% 405
2023
Q3 		$108K Hold
280
– – 0.01% 424
2023
Q2 		$106K Buy
280
+3
+1% +$1.11K 0.01% 442
2023
Q1 		$101K Buy
277
+12
+5% +$3.76K 0.01% 443
2022
Q4 		$85K Buy
265
+2
+0.8% +$658 0.01% 412
2022
Q3 		$74K Buy
263
+121
+85% +$37.5K 0.01% 421
2022
Q2 		$39K Hold
142
– – 0.01% 505
2022
Q1 		$52K Sell
142
-3
-2% -$976 0.01% 509
2021
Q4 		$57K Buy
145
+16
+12% +$6.84K 0.01% 504
2021
Q3 		$52K Buy
129
+25
+24% +$10K 0.01% 496
2021
Q2 		$38K Buy
104
+10
+11% +$3.29K 0.01% 606
2021
Q1 		$29K Buy
94
+7
+8% +$2.3K 0.01% 556
2020
Q4 		$30K Buy
+87
New +$30.2K 0.01% 510

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Tradition Wealth Management's LULU Position: Q1 2024 in Review

Tradition Wealth Management sold out of lululemon athletica (LULU) in Q1 2024, closing a stake of 249 shares — an estimated $127K sold.

Tradition Wealth Management first reported a position in LULU in Q4 2020 and held it in 13 quarters. The position peaked at $127K in Q4 2023. 1,189 funds tracked by Wall St. Rank hold LULU as of Q1 2024.

  • Tradition Wealth Management reported no remaining lululemon athletica position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 249 lululemon athletica shares in Q1 2024, an estimated $127K.
  • Tradition Wealth Management first reported a position in lululemon athletica in Q4 2020 and held it in 13 quarters.
  • Tradition Wealth Management's lululemon athletica position peaked at $127K in Q4 2023.
  • 1,189 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.