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Advisory Research’s lululemon athletica LULU Stock Holding History

Advisory Research’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
-876
Closed -$338K – 414
2023
Q3 		$338K Buy
+876
New +$335K 0.05% 350
2020
Q2 		– Sell
-1,176
Closed -$223K – 327
2020
Q1 		$223K Buy
1,176
+173
+17% +$38.7K 0.02% 264
2019
Q4 		$232K Sell
1,003
-335
-25% -$71.4K 0.01% 297
2019
Q3 		$258K Sell
1,338
-73
-5% -$13.6K 0.01% 298
2019
Q2 		$254K Sell
1,411
-2,565
-65% -$445K 0.01% 345
2019
Q1 		$652K Buy
3,976
+2,271
+133% +$332K 0.01% 271
2018
Q4 		$207K Buy
+1,705
New +$229K ﹤0.01% 354
2018
Q3 		– Sell
-3,249
Closed -$406K – 381
2018
Q2 		$406K Sell
3,249
-1,391
-30% -$148K 0.01% 328
2018
Q1 		$414K Buy
+4,640
New +$371K 0.01% 322

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