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Vancity Investment Management’s lululemon athletica LULU Stock Holding History

Vancity Investment 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
-23,760
Closed -$8.57M – 75
2024
Q2 		$8.57M Buy
23,760
+43
+0.2% +$14.4K 0.54% 38
2024
Q1 		$9.27M Buy
23,717
+910
+4% +$421K 1.1% 34
2023
Q4 		$11.7M Sell
22,807
-1,695
-7% -$732K 1.71% 24
2023
Q3 		$9.45M Hold
24,502
– – 1.23% 31
2023
Q2 		$9.27M Hold
24,502
– – 1.19% 32
2023
Q1 		$8.92M Sell
24,502
-4,119
-14% -$1.29M 1.25% 32
2022
Q4 		$9.17M Hold
28,621
– – 1.37% 31
2022
Q3 		$8M Sell
28,621
-2,741
-9% -$850K 1.27% 34
2022
Q2 		$8.55M Buy
31,362
+1,339
+4% +$429K 1.22% 31
2022
Q1 		$11M Sell
30,023
-366
-1% -$119K 1.3% 24
2021
Q4 		$11.9M Buy
30,389
+802
+3% +$343K 1.37% 26
2021
Q3 		$12M Buy
29,587
+192
+0.7% +$76.9K 1.53% 26
2021
Q2 		$10.7M Buy
29,395
+2,593
+10% +$854K 1.5% 26
2021
Q1 		$8.22M Buy
+26,802
New +$8.8M 1.51% 30

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vancity Investment Management's LULU Position: Q3 2024 in Review

Vancity Investment Management sold out of lululemon athletica (LULU) in Q3 2024, closing a stake of 23,760 shares — an estimated $8.57M sold.

Vancity Investment Management first reported a position in LULU in Q1 2021 and held it in 14 quarters. The position peaked at $12M in Q3 2021. 1,079 funds tracked by Wall St. Rank hold LULU as of Q3 2024.

  • Vancity Investment Management reported no remaining lululemon athletica position as of Q3 2024 after selling out during the quarter.
  • Vancity Investment Management sold 23,760 lululemon athletica shares in Q3 2024, an estimated $8.57M.
  • Vancity Investment Management first reported a position in lululemon athletica in Q1 2021 and held it in 14 quarters.
  • Vancity Investment Management's lululemon athletica position peaked at $12M in Q3 2021.
  • 1,079 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2024.

Based on Vancity Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.