VWA
LULU icon

V Wealth Advisors’s lululemon athletica LULU Stock Holding History

V Wealth Advisors’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
2020
Q1 		– Sell
-1,000
Closed -$193K – 349
2019
Q4 		$193K Hold
1,000
– – 0.07% 279
2019
Q3 		$193K Buy
+1,000
New +$187K 0.07% 279

Other funds holding LULU

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

V Wealth Advisors's LULU Position: Q3 2023 in Review

V Wealth Advisors reduced its lululemon athletica (LULU) stake by 38% in Q3 2023, selling an estimated $948K and leaving 3,986 shares worth $1.54M. The position accounts for 1.23% of the portfolio, ranked #18.

V Wealth Advisors first reported a position in LULU in Q1 2019 and has held it in 19 quarters since. The position peaked at $2.45M in Q2 2023. 1,085 funds tracked by Wall St. Rank hold LULU as of Q3 2023.

  • V Wealth Advisors held 3,986 shares of lululemon athletica worth $1.54M as of Q3 2023.
  • V Wealth Advisors sold 2,480 lululemon athletica shares in Q3 2023, an estimated $948K.
  • lululemon athletica made up 1.23% of V Wealth Advisors's portfolio in Q3 2023, its #18 holding.
  • V Wealth Advisors first reported a position in lululemon athletica in Q1 2019 and has held it in 19 quarters since.
  • V Wealth Advisors's lululemon athletica position peaked at $2.45M in Q2 2023.
  • 1,085 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.