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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 $2.3T AUM 54.33% 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 $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bogle Investment Management's LULU Position: Q1 2020 in Review

Bogle Investment Management sold out of lululemon athletica (LULU) in Q1 2020, closing a stake of 64,238 shares — an estimated $14.9M sold.

Bogle Investment Management first reported a position in LULU in Q2 2018 and held it in 6 quarters. The position peaked at $18.8M in Q3 2018. 713 funds tracked by Wall St. Rank hold LULU as of Q1 2020.

  • Bogle Investment Management reported no remaining lululemon athletica position as of Q1 2020 after selling out during the quarter.
  • Bogle Investment Management sold 64,238 lululemon athletica shares in Q1 2020, an estimated $14.9M.
  • Bogle Investment Management first reported a position in lululemon athletica in Q2 2018 and held it in 6 quarters.
  • Bogle Investment Management's lululemon athletica position peaked at $18.8M in Q3 2018.
  • 713 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2020.

Based on Bogle Investment Management's 13F filing for Q1 2020, filed 13 May 2020.