BIM
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Bogle Investment Management’s lululemon athletica LULU Stock Holding History

Bogle 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
2020
Q1 		– Sell
-64,238
Closed -$14.9M – 321
2019
Q4 		$14.9M Sell
64,238
-16,935
-21% -$3.61M 1.39% 3
2019
Q3 		$15.6M Sell
81,173
-4,727
-6% -$883K 1.35% 1
2019
Q2 		$15.5M Hold
85,900
– – 1.21% 7
2019
Q1 		$14.1M Buy
+85,900
New +$12.5M 1.08% 10
2018
Q4 		– Sell
-115,958
Closed -$18.8M – 389
2018
Q3 		$18.8M Sell
115,958
-15,871
-12% -$2.18M 1.35% 2
2018
Q2 		$16.5M Buy
+131,829
New +$14.1M 1.19% 5

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return