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	–	15
2021 Q2	$86.9M	Hold	238,175	–	–	6.95%	8
2021 Q1	$73.1M	Hold	238,175	–	–	4.29%	11
2020 Q4	$82.9M	Buy	238,175 +145,475	+157%	+$50.5M	4.95%	10
2020 Q3	$30.5M	Buy	+92,700	New	+$30.9M	2.11%	14
2018 Q4	–	Sell	-288,480	Closed	-$46.9M	–	17
2018 Q3	$46.9M	Sell	288,480 -192,320	-40%	-$26.4M	7.91%	5
2018 Q2	$60M	Buy	+480,800	New	+$51.3M	7.58%	5

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Broad Peak Investment Holdings's LULU Position: Q3 2021 in Review

Broad Peak Investment Holdings sold out of lululemon athletica (LULU) in Q3 2021, closing a stake of 238,175 shares — an estimated $86.9M sold.

Broad Peak Investment Holdings first reported a position in LULU in Q2 2018 and held it in 6 quarters. The position peaked at $86.9M in Q2 2021. 951 funds tracked by Wall St. Rank hold LULU as of Q3 2021.

Broad Peak Investment Holdings reported no remaining lululemon athletica position as of Q3 2021 after selling out during the quarter.
Broad Peak Investment Holdings sold 238,175 lululemon athletica shares in Q3 2021, an estimated $86.9M.
Broad Peak Investment Holdings first reported a position in lululemon athletica in Q2 2018 and held it in 6 quarters.
Broad Peak Investment Holdings's lululemon athletica position peaked at $86.9M in Q2 2021.
951 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2021.

Based on Broad Peak Investment Holdings's 13F filing for Q3 2021, filed 4 Nov 2021.