WR Wealth Planners’s lululemon athletica LULU Stock Holding History

WR Wealth Planners’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 Q4	$19.1K	Sell	50 -2	-4%	-$653	0.01%	468
2024 Q3	$14.1K	Sell	52 -30	-37%	-$7.96K	﹤0.01%	573
2024 Q2	$24.5K	Buy	82 +18	+28%	+$6.02K	0.01%	417
2024 Q1	$25K	Buy	+64	New	+$29.6K	0.01%	419
2023 Q4	–	Sell	-104	Closed	-$40.1K	–	572
2023 Q3	$40.1K	Buy	104 +6	+6%	+$2.29K	0.02%	347
2023 Q2	$37.1K	Buy	98 +69	+238%	+$25.5K	0.01%	353
2023 Q1	$10.6K	Buy	+29	New	+$9.09K	﹤0.01%	538

Other funds holding LULU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

WR Wealth Planners's LULU Position: Q4 2024 in Review

WR Wealth Planners reduced its lululemon athletica (LULU) stake by 3.8% in Q4 2024, selling an estimated $653 and leaving 50 shares worth $19.1K. The position accounts for 0.01% of the portfolio, ranked #468.

WR Wealth Planners first reported a position in LULU in Q1 2023 and has held it in 7 quarters since. The position peaked at $40.1K in Q3 2023. 1,232 funds tracked by Wall St. Rank hold LULU as of Q4 2024.

WR Wealth Planners held 50 shares of lululemon athletica worth $19.1K as of Q4 2024.
WR Wealth Planners sold 2 lululemon athletica shares in Q4 2024, an estimated $653.
lululemon athletica made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #468 holding.
WR Wealth Planners first reported a position in lululemon athletica in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's lululemon athletica position peaked at $40.1K in Q3 2023.
1,232 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.