Mount Yale Investment Advisors, LLC Lululemon Athletica Inc. Transaction History

Mount Yale Investment Advisors, LLC

$1.03 Billion
Q3 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Lululemon Athletica Inc. stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 4,447 shares of LULU stock, worth $1.76 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

4,447

Holding current value

$1.76 Million

% of portfolio

0.12%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$233.4 - $302.36 $1.04 Million - $1.34 Million	4,447 New	4,447 $1.21 Million
Q1 2024 May 15, 2024	SELL	$386.14 - $505.38 $6,178 - $8,086	-16 Reduced 2.06%	759 $296,000
Q4 2023 Feb 12, 2024	BUY	$360.36 - $511.29 $39,279 - $55,730	109 Added 16.37%	775 $396,000
Q3 2023 Oct 11, 2023	SELL	$360.22 - $404.19 $3,602 - $4,041	-10 Reduced 1.48%	666 $256,000
Q2 2023 Aug 14, 2023	BUY	$328.35 - $386.71 $221,964 - $261,415	676 New	676 $255,000
Q4 2022 Feb 13, 2023	SELL	$288.78 - $385.99 $815,803 - $1.09 Million	-2,825 Reduced 33.17%	5,692 $1.82 Million
Q3 2022 Nov 07, 2022	SELL	$263.38 - $352.74 $15,276 - $20,458	-58 Reduced 0.68%	8,517 $2.38 Million
Q2 2022 Aug 02, 2022	SELL	$257.51 - $404.66 $111,759 - $175,622	-434 Reduced 4.82%	8,575 $2.34 Million
Q1 2022 May 03, 2022	SELL	$289.24 - $387.56 $22,271 - $29,842	-77 Reduced 0.85%	9,009 $3.29 Million
Q4 2021 Feb 02, 2022	SELL	$370.57 - $477.91 $21,863 - $28,196	-59 Reduced 0.65%	9,086 $3.56 Million
Q3 2021 Nov 02, 2021	SELL	$364.23 - $432.61 $113,275 - $134,541	-311 Reduced 3.29%	9,145 $3.7 Million
Q2 2021 Aug 04, 2021	SELL	$298.75 - $366.66 $184,030 - $225,862	-616 Reduced 6.12%	9,456 $3.45 Million
Q1 2021 May 04, 2021	BUY	$285.14 - $367.29 $161,104 - $207,518	565 Added 5.94%	10,072 $3.09 Million
Q4 2020 Feb 12, 2021	BUY	$315.5 - $386.07 $14,513 - $17,759	46 Added 0.49%	9,507 $3.31 Million
Q3 2020 Nov 16, 2020	SELL	$294.76 - $398.29 $1.5 Million - $2.02 Million	-5,078 Reduced 34.93%	9,461 $3.12 Million
Q2 2020 Jul 09, 2020	BUY	$181.25 - $323.74 $692,012 - $1.24 Million	3,818 Added 35.61%	14,539 $4.54 Million
Q1 2020 May 04, 2020	BUY	$138.98 - $263.68 $426,807 - $809,761	3,071 Added 40.14%	10,721 $2.03 Million
Q4 2019 Feb 13, 2020	BUY	$189.13 - $233.19 $1.45 Million - $1.78 Million	7,650 New	7,650 $1.83 Million
Q3 2019 Nov 14, 2019	SELL	$174.46 - $203.14 $422,193 - $491,598	-2,420 Closed	0 $0
Q2 2019 Aug 13, 2019	BUY	$161.59 - $188.03 $106,487 - $123,911	659 Added 37.42%	2,420 $439,000
Q1 2019 May 15, 2019	SELL	$123.35 - $167.54 $2,096 - $2,848	-17 Reduced 0.96%	1,761 $289,000
Q4 2018 Feb 14, 2019	BUY	$113.26 - $161.64 $153,467 - $219,022	1,355 Added 320.33%	1,778 $266,000
Q3 2018 Nov 13, 2018	BUY	$118.84 - $162.49 $26,501 - $36,235	223 Added 111.5%	423 $61,000
Q1 2018 Jun 25, 2018	BUY	$76.67 - $89.12 $15,334 - $17,824	200 New	200 $18,000

Others Institutions Holding LULU

# of Institutions

1,222

Shares Held

88.7M

Call Options Held

7.29M

Put Options Held

7.96M

View Full List

About lululemon athletica inc.

Ticker LULU
Exchange NASDAQ
Sector Consumer Cyclical
Industry Apparel Retail
Shares Outstandng 122,303,000
Market Cap $48.4B
Description
lululemon athletica inc., together with its subsidiaries, designs, distributes, and retails athletic apparel and accessories for women and men. It operates in two segments, Company-Operated Stores and Direct to Consumer. The company offers pants, shorts, tops, and jackets for healthy lifestyle and athletic activities, such as yoga, running, and ...

More about LULU

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Mount Yale Investment Advisors, LLC Lululemon Athletica Inc. Transaction History