EAM
LULU icon

Edge Asset Management’s lululemon athletica LULU Stock Holding History

Edge Asset 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
2017
Q1 		$7.68M Buy
148,169
+12,515
+9% +$824K 0.06% 219
2016
Q4 		$8.82M Sell
135,654
-522
-0.4% -$31.1K 0.07% 217
2016
Q3 		$8.3M Buy
136,176
+15,622
+13% +$1.15M 0.07% 225
2016
Q2 		$8.9M Buy
120,554
+42,230
+54% +$2.8M 0.08% 218
2016
Q1 		$5.3M Buy
78,324
+7,498
+11% +$450K 0.05% 233
2015
Q4 		$3.72M Buy
70,826
+3,567
+5% +$180K 0.04% 255
2015
Q3 		$3.41M Buy
67,259
+59,559
+773% +$3.63M 0.03% 248
2015
Q2 		$503K Hold
7,700
– – ﹤0.01% 272
2015
Q1 		$493K Hold
7,700
– – ﹤0.01% 279
2014
Q4 		$430K Buy
+7,700
New +$351K ﹤0.01% 284

Other funds holding LULU

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return