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WMS Partners’s lululemon athletica LULU Stock Holding History

WMS Partners’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
-567
Closed -$219K – 266
2023
Q3 		$219K Buy
+567
New +$217K 0.02% 241
2013
Q3 		– Sell
-3,987
Closed -$262K – 214
2013
Q2 		$262K Buy
+3,987
New +$289K 0.05% 185

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

WMS Partners's LULU Position: Q4 2023 in Review

WMS Partners sold out of lululemon athletica (LULU) in Q4 2023, closing a stake of 567 shares — an estimated $219K sold.

WMS Partners first reported a position in LULU in Q2 2013 and held it in 2 quarters. The position peaked at $262K in Q2 2013. 1,230 funds tracked by Wall St. Rank hold LULU as of Q4 2023.

  • WMS Partners reported no remaining lululemon athletica position as of Q4 2023 after selling out during the quarter.
  • WMS Partners sold 567 lululemon athletica shares in Q4 2023, an estimated $219K.
  • WMS Partners first reported a position in lululemon athletica in Q2 2013 and held it in 2 quarters.
  • WMS Partners's lululemon athletica position peaked at $262K in Q2 2013.
  • 1,230 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2023.

Based on WMS Partners's 13F filing for Q4 2023, filed 12 Feb 2024.