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Vahanian & Associates Financial Planning’s lululemon athletica LULU Stock Holding History

Vahanian & Associates Financial Planning’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
2023
Q4 		– Sell
-832
Closed -$321K – 56
2023
Q3 		$321K Sell
832
-252
-23% -$96.3K 1.03% 37
2023
Q2 		$410K Buy
1,084
+60
+6% +$22.1K 1.3% 29
2023
Q1 		$373K Buy
+1,024
New +$321K 1.03% 36
2022
Q1 		– Sell
-621
Closed -$243K – 114
2021
Q4 		$243K Buy
+621
New +$265K 0.2% 137

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Vahanian & Associates Financial Planning's LULU Position: Q4 2023 in Review

Vahanian & Associates Financial Planning sold out of lululemon athletica (LULU) in Q4 2023, closing a stake of 832 shares — an estimated $321K sold.

Vahanian & Associates Financial Planning first reported a position in LULU in Q4 2021 and held it in 4 quarters. The position peaked at $410K in Q2 2023. 1,231 funds tracked by Wall St. Rank hold LULU as of Q4 2023.

  • Vahanian & Associates Financial Planning reported no remaining lululemon athletica position as of Q4 2023 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 832 lululemon athletica shares in Q4 2023, an estimated $321K.
  • Vahanian & Associates Financial Planning first reported a position in lululemon athletica in Q4 2021 and held it in 4 quarters.
  • Vahanian & Associates Financial Planning's lululemon athletica position peaked at $410K in Q2 2023.
  • 1,231 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q4 2023, filed 25 Jan 2024.