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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Advisory Research's LULU Position: Q4 2023 in Review

Advisory Research sold out of lululemon athletica (LULU) in Q4 2023, closing a stake of 876 shares — an estimated $338K sold.

Advisory Research first reported a position in LULU in Q1 2018 and held it in 9 quarters. The position peaked at $652K in Q1 2019. 1,231 funds tracked by Wall St. Rank hold LULU as of Q4 2023.

Advisory Research reported no remaining lululemon athletica position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 876 lululemon athletica shares in Q4 2023, an estimated $338K.
Advisory Research first reported a position in lululemon athletica in Q1 2018 and held it in 9 quarters.
Advisory Research's lululemon athletica position peaked at $652K in Q1 2019.
1,231 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.