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Credit Suisse’s lululemon athletica LULU Stock Holding History

Credit Suisse’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
2022
Q1 		– Sell
-27,600
Closed -$10.8M – 4023
2021
Q4 		$10.8M Sell
27,600
-3,000
-10% -$1.28M 0.01% 1451
2021
Q3 		$12.4M Sell
30,600
-15,400
-33% -$6.17M 0.01% 1396
2021
Q2 		$16.8M Buy
46,000
+41,900
+1,022% +$13.8M 0.01% 1241
2021
Q1 		$1.26M Sell
4,100
-47,400
-92% -$15.6M ﹤0.01% 3165
2020
Q4 		$17.9M Sell
51,500
-10,900
-17% -$3.79M 0.01% 1230
2020
Q3 		$20.6M Buy
62,400
+46,800
+300% +$15.6M 0.01% 1016
2020
Q2 		$4.87M Hold
15,600
– – ﹤0.01% 1721
2020
Q1 		$2.96M Buy
15,600
+4,300
+38% +$962K ﹤0.01% 1856
2019
Q4 		$2.62M Hold
11,300
– – ﹤0.01% 2396
2019
Q3 		$2.18M Buy
+11,300
New +$2.11M ﹤0.01% 2407
2017
Q1 		– Sell
-65,600
Closed -$4.26M – 3955
2016
Q4 		$4.26M Buy
+65,600
New +$3.91M ﹤0.01% 1767
2015
Q1 		– Sell
-1,195,200
Closed -$66.7M – 4486
2014
Q4 		$66.7M Sell
1,195,200
-100,000
-8% -$4.56M 0.06% 342
2014
Q3 		$54.4M Buy
1,295,200
+100,000
+8% +$4.03M 0.04% 466
2014
Q2 		$48.4M Sell
1,195,200
-45,400
-4% -$2.07M 0.04% 498
2014
Q1 		$65.2M Buy
1,240,600
+985,700
+387% +$49.2M 0.06% 315
2013
Q4 		$15M Sell
254,900
-95,000
-27% -$6.52M 0.01% 998
2013
Q3 		$25.6M Sell
349,900
-172,400
-33% -$12M 0.03% 614
2013
Q2 		$34.2M Buy
+522,300
New +$37.9M 0.03% 516

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Credit Suisse's LULU Position: Q1 2024 in Review

Credit Suisse reduced its lululemon athletica (LULU) stake by 5.8% in Q1 2024, selling an estimated $6.95M and leaving 245,499 shares worth $95.9M. The position accounts for 0.09% of the portfolio, ranked #209.

Credit Suisse first reported a position in LULU in Q2 2013 and has held it in 44 quarters since. The position peaked at $133M in Q4 2023. 1,189 funds tracked by Wall St. Rank hold LULU as of Q1 2024.

  • Credit Suisse held 245,499 shares of lululemon athletica worth $95.9M as of Q1 2024.
  • Credit Suisse sold 15,032 lululemon athletica shares in Q1 2024, an estimated $6.95M.
  • lululemon athletica made up 0.09% of Credit Suisse's portfolio in Q1 2024, its #209 holding.
  • Credit Suisse first reported a position in lululemon athletica in Q2 2013 and has held it in 44 quarters since.
  • Credit Suisse's lululemon athletica position peaked at $133M in Q4 2023.
  • 1,189 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.