Barometer Capital Management’s lululemon athletica LULU Stock Holding History

Barometer Capital 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
2024 Q1	–	Sell	-3,970	Closed	-$2.03M	–	189
2023 Q4	$2.03M	Buy	+3,970	New	+$1.72M	0.58%	44
2021 Q4	–	Sell	-4,159	Closed	-$1.68M	–	141
2021 Q3	$1.68M	Buy	+4,159	New	+$1.67M	0.32%	60
2021 Q1	–	Sell	-1,900	Closed	-$661K	–	186
2020 Q4	$661K	Sell	1,900 -675	-26%	-$234K	0.12%	114
2020 Q3	$848K	Sell	2,575 -200	-7%	-$66.7K	0.17%	92
2020 Q2	$866K	Buy	+2,775	New	+$710K	0.16%	103
2020 Q1	–	Sell	-15,352	Closed	-$3.56M	–	128
2019 Q4	$3.56M	Buy	15,352 +13,952	+997%	+$2.97M	0.56%	47
2019 Q3	$270K	Buy	+1,400	New	+$262K	0.03%	128

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Barometer Capital Management's LULU Position: Q1 2024 in Review

Barometer Capital Management sold out of lululemon athletica (LULU) in Q1 2024, closing a stake of 3,970 shares — an estimated $2.03M sold.

Barometer Capital Management first reported a position in LULU in Q3 2019 and held it in 7 quarters. The position peaked at $3.56M in Q4 2019. 1,189 funds tracked by Wall St. Rank hold LULU as of Q1 2024.

Barometer Capital Management reported no remaining lululemon athletica position as of Q1 2024 after selling out during the quarter.
Barometer Capital Management sold 3,970 lululemon athletica shares in Q1 2024, an estimated $2.03M.
Barometer Capital Management first reported a position in lululemon athletica in Q3 2019 and held it in 7 quarters.
Barometer Capital Management's lululemon athletica position peaked at $3.56M in Q4 2019.
1,189 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2024.

Based on Barometer Capital Management's 13F filing for Q1 2024, filed 8 May 2024.