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WD Rutherford’s lululemon athletica LULU Stock Holding History

WD Rutherford’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
-6,421
Closed -$1.92M – 88
2024
Q2 		$1.92M Buy
6,421
+52
+0.8% +$17.4K 0.96% 40
2024
Q1 		$2.49M Sell
6,369
-33
-0.5% -$15.3K 1.29% 34
2023
Q4 		$3.09M Sell
6,402
-115
-2% -$49.7K 1.79% 27
2023
Q3 		$2.51M Sell
6,517
-360
-5% -$138K 1.72% 31
2023
Q2 		$2.6M Sell
6,877
-40
-0.6% -$14.8K 1.66% 27
2023
Q1 		$2.52M Buy
6,917
+660
+11% +$207K 1.77% 27
2022
Q4 		$2.01M Sell
6,257
-85
-1% -$28K 1.58% 29
2022
Q3 		$1.77M Sell
6,342
-65
-1% -$20.2K 1.42% 32
2022
Q2 		$1.75M Buy
6,407
+15
+0.2% +$4.81K 1.35% 32
2022
Q1 		$2.33M Buy
6,392
+150
+2% +$48.8K 1.33% 32
2021
Q4 		$2.44M Hold
6,242
– – 1.24% 33
2021
Q3 		$2.53M Buy
6,242
+217
+4% +$86.9K 1.37% 31
2021
Q2 		$2.2M Buy
6,025
+40
+0.7% +$13.2K 1.22% 36
2021
Q1 		$1.84M Buy
5,985
+425
+8% +$140K 1.14% 34
2020
Q4 		$1.94M Buy
+5,560
New +$1.93M 1.22% 32

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

WD Rutherford's LULU Position: Q3 2024 in Review

WD Rutherford sold out of lululemon athletica (LULU) in Q3 2024, closing a stake of 6,421 shares — an estimated $1.92M sold.

WD Rutherford first reported a position in LULU in Q4 2020 and held it in 15 quarters. The position peaked at $3.09M in Q4 2023. 1,079 funds tracked by Wall St. Rank hold LULU as of Q3 2024.

  • WD Rutherford reported no remaining lululemon athletica position as of Q3 2024 after selling out during the quarter.
  • WD Rutherford sold 6,421 lululemon athletica shares in Q3 2024, an estimated $1.92M.
  • WD Rutherford first reported a position in lululemon athletica in Q4 2020 and held it in 15 quarters.
  • WD Rutherford's lululemon athletica position peaked at $3.09M in Q4 2023.
  • 1,079 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2024.

Based on WD Rutherford's 13F filing for Q3 2024, filed 25 Oct 2024.