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Wunderlich Capital Managemnt’s lululemon athletica LULU Stock Holding History

Wunderlich Capital Managemnt’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
Q2 		$52.3K Sell
175
-87
-33% -$29.1K 0.02% 87
2024
Q1 		$102K Sell
262
-8
-3% -$3.7K 0.05% 90
2023
Q4 		$138K Hold
270
– – 0.06% 88
2023
Q3 		$104K Hold
270
– – 0.05% 81
2023
Q2 		$102K Sell
270
-6
-2% -$2.21K 0.05% 80
2023
Q1 		$101K Buy
276
+13
+5% +$4.08K 0.05% 83
2022
Q4 		$84K Buy
+263
New +$86.5K 0.05% 81
2022
Q1 		– Sell
-2,519
Closed -$986K – 90
2021
Q4 		$986K Buy
2,519
+299
+13% +$128K 0.44% 70
2021
Q3 		$898K Buy
+2,220
New +$889K 0.43% 69

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wunderlich Capital Managemnt's LULU Position: Q2 2024 in Review

Wunderlich Capital Managemnt reduced its lululemon athletica (LULU) stake by 33% in Q2 2024, selling an estimated $29.1K and leaving 175 shares worth $52.3K. The position accounts for 0.02% of the portfolio, ranked #87.

Wunderlich Capital Managemnt first reported a position in LULU in Q3 2021 and has held it in 9 quarters since. The position peaked at $986K in Q4 2021. 1,074 funds tracked by Wall St. Rank hold LULU as of Q2 2024.

  • Wunderlich Capital Managemnt held 175 shares of lululemon athletica worth $52.3K as of Q2 2024.
  • Wunderlich Capital Managemnt sold 87 lululemon athletica shares in Q2 2024, an estimated $29.1K.
  • lululemon athletica made up 0.02% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #87 holding.
  • Wunderlich Capital Managemnt first reported a position in lululemon athletica in Q3 2021 and has held it in 9 quarters since.
  • Wunderlich Capital Managemnt's lululemon athletica position peaked at $986K in Q4 2021.
  • 1,074 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.