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Epoch Investment Partners’s lululemon athletica LULU Stock Holding History

Epoch Investment 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
2021
Q1 		– Sell
-23,169
Closed -$8.06M – 331
2020
Q4 		$8.06M Sell
23,169
-13,549
-37% -$4.71M 0.04% 250
2020
Q3 		$12.1M Buy
36,718
+4,598
+14% +$1.53M 0.06% 202
2020
Q2 		$10M Buy
32,120
+1,971
+7% +$504K 0.05% 212
2020
Q1 		$5.71M Buy
30,149
+10,642
+55% +$2.38M 0.03% 222
2019
Q4 		$4.52M Buy
+19,507
New +$4.16M 0.02% 247

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Epoch Investment Partners's LULU Position: Q1 2021 in Review

Epoch Investment Partners sold out of lululemon athletica (LULU) in Q1 2021, closing a stake of 23,169 shares — an estimated $8.06M sold.

Epoch Investment Partners first reported a position in LULU in Q4 2019 and held it in 5 quarters. The position peaked at $12.1M in Q3 2020. 884 funds tracked by Wall St. Rank hold LULU as of Q1 2021.

  • Epoch Investment Partners reported no remaining lululemon athletica position as of Q1 2021 after selling out during the quarter.
  • Epoch Investment Partners sold 23,169 lululemon athletica shares in Q1 2021, an estimated $8.06M.
  • Epoch Investment Partners first reported a position in lululemon athletica in Q4 2019 and held it in 5 quarters.
  • Epoch Investment Partners's lululemon athletica position peaked at $12.1M in Q3 2020.
  • 884 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2021.

Based on Epoch Investment Partners's 13F filing for Q1 2021, filed 17 May 2021.