Broadleaf Partners’s lululemon athletica LULU Stock Holding History

Broadleaf Partners’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 Q2	–	Sell	-5,166	Closed	-$1.58M	–	75
2021 Q1	$1.58M	Buy	5,166 +182	+4%	+$59.7K	0.6%	41
2020 Q4	$1.74M	Sell	4,984 -9	-0.2%	-$3.13K	0.68%	40
2020 Q3	$1.65M	Sell	4,993 -2,500	-33%	-$834K	0.72%	37
2020 Q2	$2.34M	Sell	7,493 -4,759	-39%	-$1.22M	1.15%	33
2020 Q1	$2.32M	Sell	12,252 -3,026	-20%	-$677K	1.5%	27
2019 Q4	$3.54M	Sell	15,278 -87	-0.6%	-$18.5K	1.94%	21
2019 Q3	$2.96M	Buy	15,365 +359	+2%	+$67.1K	1.85%	26
2019 Q2	$2.7M	Buy	+15,006	New	+$2.61M	1.73%	30

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Broadleaf Partners's LULU Position: Q2 2021 in Review

Broadleaf Partners sold out of lululemon athletica (LULU) in Q2 2021, closing a stake of 5,166 shares — an estimated $1.58M sold.

Broadleaf Partners first reported a position in LULU in Q2 2019 and held it in 8 quarters. The position peaked at $3.54M in Q4 2019. 928 funds tracked by Wall St. Rank hold LULU as of Q2 2021.

Broadleaf Partners reported no remaining lululemon athletica position as of Q2 2021 after selling out during the quarter.
Broadleaf Partners sold 5,166 lululemon athletica shares in Q2 2021, an estimated $1.58M.
Broadleaf Partners first reported a position in lululemon athletica in Q2 2019 and held it in 8 quarters.
Broadleaf Partners's lululemon athletica position peaked at $3.54M in Q4 2019.
928 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2021.

Based on Broadleaf Partners's 13F filing for Q2 2021, filed 15 Jul 2021.