EARNEST Partners’s lululemon athletica LULU Stock Holding History

EARNEST 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
2023 Q4	–	Sell	-55	Closed	-$21.2K	–	745
2023 Q3	$21.2K	Hold	55	–	–	﹤0.01%	485
2023 Q2	$20.8K	Hold	55	–	–	﹤0.01%	472
2023 Q1	$20K	Hold	55	–	–	﹤0.01%	481
2022 Q4	$17.6K	Hold	55	–	–	﹤0.01%	504
2022 Q3	$15K	Hold	55	–	–	﹤0.01%	508
2022 Q2	$15K	Hold	55	–	–	﹤0.01%	512
2022 Q1	$20K	Hold	55	–	–	﹤0.01%	490
2021 Q4	$22K	Hold	55	–	–	﹤0.01%	479
2021 Q3	$22K	Hold	55	–	–	﹤0.01%	462
2021 Q2	$20K	Hold	55	–	–	﹤0.01%	484
2021 Q1	$17K	Hold	55	–	–	﹤0.01%	504
2020 Q4	$19K	Hold	55	–	–	﹤0.01%	460
2020 Q3	$18K	Hold	55	–	–	﹤0.01%	430
2020 Q2	$17K	Buy	55 +18	+49%	+$4.6K	﹤0.01%	437
2020 Q1	$7K	Hold	37	–	–	﹤0.01%	590
2019 Q4	$9K	Hold	37	–	–	﹤0.01%	614
2019 Q3	$7K	Hold	37	–	–	﹤0.01%	656
2019 Q2	$7K	Hold	37	–	–	﹤0.01%	664
2019 Q1	$6K	Hold	37	–	–	﹤0.01%	695
2018 Q4	$4K	Hold	37	–	–	﹤0.01%	782
2018 Q3	$6K	Hold	37	–	–	﹤0.01%	716
2018 Q2	$5K	Hold	37	–	–	﹤0.01%	768
2018 Q1	$3K	Hold	37	–	–	﹤0.01%	913
2017 Q4	$3K	Buy	+37	New	+$2.47K	﹤0.01%	909
2017 Q1	–	Sell	-37	Closed	-$2K	–	618
2016 Q4	$2K	Buy	+37	New	+$2.21K	﹤0.01%	933

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

EARNEST Partners's LULU Position: Q4 2023 in Review

EARNEST Partners sold out of lululemon athletica (LULU) in Q4 2023, closing a stake of 55 shares — an estimated $21.2K sold.

EARNEST Partners first reported a position in LULU in Q4 2016 and held it in 25 quarters. The position peaked at $22K in Q4 2021. 1,231 funds tracked by Wall St. Rank hold LULU as of Q4 2023.

EARNEST Partners reported no remaining lululemon athletica position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 55 lululemon athletica shares in Q4 2023, an estimated $21.2K.
EARNEST Partners first reported a position in lululemon athletica in Q4 2016 and held it in 25 quarters.
EARNEST Partners's lululemon athletica position peaked at $22K in Q4 2021.
1,231 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.