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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
-77,900
Closed -$30.5M – 4024
2021
Q4 		$30.5M Buy
77,900
+11,800
+18% +$5.04M 0.02% 876
2021
Q3 		$26.8M Sell
66,100
-22,100
-25% -$8.85M 0.01% 950
2021
Q2 		$32.2M Sell
88,200
-3,400
-4% -$1.12M 0.02% 899
2021
Q1 		$28.1M Sell
91,600
-51,500
-36% -$16.9M 0.01% 984
2020
Q4 		$49.8M Buy
143,100
+12,100
+9% +$4.2M 0.02% 721
2020
Q3 		$43.1M Buy
131,000
+27,800
+27% +$9.28M 0.03% 674
2020
Q2 		$32.2M Hold
103,200
– – 0.02% 722
2020
Q1 		$19.6M Buy
103,200
+57,200
+124% +$12.8M 0.02% 854
2019
Q4 		$10.7M Hold
46,000
– – 0.01% 1371
2019
Q3 		$8.86M Buy
+46,000
New +$8.6M 0.01% 1384
2015
Q1 		– Sell
-101,000
Closed -$5.63M – 4487
2014
Q4 		$5.63M Sell
101,000
-108,400
-52% -$4.95M 0.01% 1678
2014
Q3 		$8.8M Hold
209,400
– – 0.01% 1373
2014
Q2 		$8.48M Hold
209,400
– – 0.01% 1524
2014
Q1 		$11M Hold
209,400
– – 0.01% 1177
2013
Q4 		$12.4M Buy
209,400
+149,400
+249% +$10.3M 0.01% 1122
2013
Q3 		$4.39M Sell
60,000
-92,500
-61% -$6.45M ﹤0.01% 1755
2013
Q2 		$9.99M Buy
+152,500
New +$11.1M 0.01% 1134

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.