Tyler-Stone Wealth Management’s lululemon athletica LULU Stock Holding History

Tyler-Stone 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 Q3	–	Sell	-220	Closed	-$65.7K	–	675
2024 Q2	$65.7K	Buy	220 +30	+16%	+$10K	0.03%	336
2024 Q1	$74.2K	Hold	190	–	–	0.03%	315
2023 Q4	$97.1K	Hold	190	–	–	0.05%	267
2023 Q3	$73K	Hold	190	–	–	0.04%	288
2023 Q2	$72K	Buy	+190	New	+$70.1K	0.04%	293
2022 Q4	$61K	Hold	190	–	–	0.04%	287
2022 Q3	$53K	Hold	190	–	–	0.04%	295
2022 Q2	$52K	Buy	190 +165	+660%	+$52.9K	0.03%	312
2022 Q1	$9K	Hold	25	–	–	﹤0.01%	592
2021 Q4	$10K	Buy	+25	New	+$10.7K	0.01%	614

Other funds holding LULU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Tyler-Stone Wealth Management's LULU Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of lululemon athletica (LULU) in Q3 2024, closing a stake of 220 shares — an estimated $65.7K sold.

Tyler-Stone Wealth Management first reported a position in LULU in Q4 2021 and held it in 10 quarters. The position peaked at $97.1K in Q4 2023. 1,079 funds tracked by Wall St. Rank hold LULU as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining lululemon athletica position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 220 lululemon athletica shares in Q3 2024, an estimated $65.7K.
Tyler-Stone Wealth Management first reported a position in lululemon athletica in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's lululemon athletica position peaked at $97.1K in Q4 2023.
1,079 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.