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Broad Peak Investment Holdings’s lululemon athletica LULU Stock Holding History

Broad Peak Investment Holdings’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
-238,175
Closed -$86.9M – 16
2021
Q2 		$86.9M Hold
238,175
– – 8.35% 8
2021
Q1 		$73.1M Hold
238,175
– – 4.94% 11
2020
Q4 		$82.9M Buy
238,175
+145,475
+157% +$50.5M 5.59% 10
2020
Q3 		$30.5M Buy
+92,700
New +$30.9M 2.45% 14
2018
Q4 		– Sell
-288,480
Closed -$46.9M – 20
2018
Q3 		$46.9M Sell
288,480
-192,320
-40% -$26.4M 7.96% 5
2018
Q2 		$60M Buy
+480,800
New +$51.3M 9.08% 5

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 $5.7T 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 $75.5B AUM 35.56% 1-Year Est. Return