Axiom Investors’s lululemon athletica LULU Stock Holding History

Axiom Investors’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 Q2	–	Sell	-114,803	Closed	-$35.2M	–	132
2021 Q1	$35.2M	Sell	114,803 -247,859	-68%	-$81.4M	0.64%	51
2020 Q4	$126M	Sell	362,662 -79,652	-18%	-$27.7M	1.99%	14
2020 Q3	$146M	Buy	442,314 +8,069	+2%	+$2.69M	2.36%	11
2020 Q2	$135M	Sell	434,245 -138,298	-24%	-$35.4M	2.67%	9
2020 Q1	$109M	Buy	572,543 +104,298	+22%	+$23.3M	2.75%	11
2019 Q4	$108M	Buy	468,245 +100,911	+27%	+$21.5M	2.53%	7
2019 Q3	$70.7M	Buy	367,334 +216,824	+144%	+$40.5M	1.91%	15
2019 Q2	$27.1M	Buy	150,510 +138,350	+1,138%	+$24M	0.74%	38
2019 Q1	$1.99M	Buy	12,160 +8,256	+211%	+$1.21M	0.06%	96
2018 Q4	$475K	Sell	3,904 -11,004	-74%	-$1.48M	0.02%	126
2018 Q3	$2.42M	Buy	+14,908	New	+$2.04M	0.07%	109

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Axiom Investors's LULU Position: Q2 2021 in Review

Axiom Investors sold out of lululemon athletica (LULU) in Q2 2021, closing a stake of 114,803 shares — an estimated $35.2M sold.

Axiom Investors first reported a position in LULU in Q3 2018 and held it in 11 quarters. The position peaked at $146M in Q3 2020. 928 funds tracked by Wall St. Rank hold LULU as of Q2 2021.

Axiom Investors reported no remaining lululemon athletica position as of Q2 2021 after selling out during the quarter.
Axiom Investors sold 114,803 lululemon athletica shares in Q2 2021, an estimated $35.2M.
Axiom Investors first reported a position in lululemon athletica in Q3 2018 and held it in 11 quarters.
Axiom Investors's lululemon athletica position peaked at $146M in Q3 2020.
928 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2021.

Based on Axiom Investors's 13F filing for Q2 2021, filed 13 Aug 2021.