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Eaton Vance Management’s lululemon athletica LULU Stock Holding History

Eaton Vance Management’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
Q3 		$18.3M Buy
65,618
+962
+1% +$298K 0.03% 463
2022
Q2 		$17.6M Sell
64,656
-2,773
-4% -$889K 0.02% 479
2022
Q1 		$24.6M Buy
67,429
+18,674
+38% +$6.08M 0.03% 455
2021
Q4 		$19.1M Sell
48,755
-5,269
-10% -$2.25M 0.02% 488
2021
Q3 		$21.6M Sell
54,024
-3,285
-6% -$1.32M 0.03% 412
2021
Q2 		$20.9M Sell
57,309
-1,166
-2% -$384K 0.03% 440
2021
Q1 		$17.9M Sell
58,475
-14,055
-19% -$4.61M 0.03% 455
2020
Q4 		$25.2M Sell
72,530
-3,453
-5% -$1.2M 0.04% 373
2020
Q3 		$25M Sell
75,983
-9,592
-11% -$3.2M 0.05% 320
2020
Q2 		$26.7M Sell
85,575
-48,095
-36% -$12.3M 0.05% 292
2020
Q1 		$25.3M Buy
133,670
+2,019
+2% +$452K 0.06% 259
2019
Q4 		$30.5M Buy
131,651
+7,055
+6% +$1.5M 0.06% 264
2019
Q3 		$24M Sell
124,596
-2,460
-2% -$460K 0.05% 284
2019
Q2 		$22.9M Buy
127,056
+4,487
+4% +$779K 0.05% 288
2019
Q1 		$20.1M Buy
122,569
+994
+0.8% +$145K 0.05% 291
2018
Q4 		$14.8M Sell
121,575
-81,511
-40% -$10.9M 0.04% 297
2018
Q3 		$33M Sell
203,086
-98,350
-33% -$13.5M 0.07% 228
2018
Q2 		$37.6M Sell
301,436
-1,098,282
-78% -$117M 0.09% 213
2018
Q1 		$125M Sell
1,399,718
-167,025
-11% -$13.4M 0.15% 151
2017
Q4 		$123M Sell
1,566,743
-92,658
-6% -$6.18M 0.3% 93
2017
Q3 		$103M Sell
1,659,401
-468,425
-22% -$28.2M 0.27% 103
2017
Q2 		$127M Buy
+2,127,826
New +$111M 0.33% 84

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Eaton Vance Management's LULU Position: Q3 2022 in Review

Eaton Vance Management increased its lululemon athletica (LULU) stake by 1.5% in Q3 2022, buying an estimated $298K and bringing the position to 65,618 shares worth $18.3M. The position accounts for 0.03% of the portfolio, ranked #463.

Eaton Vance Management first reported a position in LULU in Q2 2017 and has held it in 22 quarters since. The position peaked at $127M in Q2 2017. 976 funds tracked by Wall St. Rank hold LULU as of Q3 2022.

  • Eaton Vance Management held 65,618 shares of lululemon athletica worth $18.3M as of Q3 2022.
  • Eaton Vance Management bought 962 lululemon athletica shares in Q3 2022, an estimated $298K.
  • lululemon athletica made up 0.03% of Eaton Vance Management's portfolio in Q3 2022, its #463 holding.
  • Eaton Vance Management first reported a position in lululemon athletica in Q2 2017 and has held it in 22 quarters since.
  • Eaton Vance Management's lululemon athletica position peaked at $127M in Q2 2017.
  • 976 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.