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Axiom Investment Management’s lululemon athletica LULU Stock Holding History

Axiom Investment Management’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
2021
Q3 		– Sell
-623
Closed -$225K – 153
2021
Q2 		$225K Buy
+623
New +$205K 0.17% 116
2019
Q3 		– Sell
-1,387
Closed -$250K – 342
2019
Q2 		$250K Buy
1,387
+100
+8% +$17.4K 0.05% 319
2019
Q1 		$210K Buy
+1,287
New +$188K 0.04% 335

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Axiom Investment Management's LULU Position: Q3 2021 in Review

Axiom Investment Management sold out of lululemon athletica (LULU) in Q3 2021, closing a stake of 623 shares — an estimated $225K sold.

Axiom Investment Management first reported a position in LULU in Q1 2019 and held it in 3 quarters. The position peaked at $250K in Q2 2019. 951 funds tracked by Wall St. Rank hold LULU as of Q3 2021.

  • Axiom Investment Management reported no remaining lululemon athletica position as of Q3 2021 after selling out during the quarter.
  • Axiom Investment Management sold 623 lululemon athletica shares in Q3 2021, an estimated $225K.
  • Axiom Investment Management first reported a position in lululemon athletica in Q1 2019 and held it in 3 quarters.
  • Axiom Investment Management's lululemon athletica position peaked at $250K in Q2 2019.
  • 951 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2021.

Based on Axiom Investment Management's 13F filing for Q3 2021, filed 18 Oct 2021.