Industrial Alliance Investment Management’s lululemon athletica LULU Stock Holding History

Industrial Alliance Investment 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
2023 Q2	–	Sell	-7,362	Closed	-$2.68M	–	362
2023 Q1	$2.68M	Buy	7,362 +278	+4%	+$87.2K	0.07%	198
2022 Q4	$2.27M	Sell	7,084 -541	-7%	-$178K	0.06%	217
2022 Q3	$2.13M	Buy	7,625 +257	+3%	+$79.7K	0.06%	217
2022 Q2	$2.01M	Buy	7,368 +258	+4%	+$82.7K	0.06%	217
2022 Q1	$2.6M	Buy	7,110 +640	+10%	+$208K	0.06%	227
2021 Q4	$2.53M	Buy	+6,470	New	+$2.76M	0.06%	220

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Industrial Alliance Investment Management's LULU Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of lululemon athletica (LULU) in Q2 2023, closing a stake of 7,362 shares — an estimated $2.68M sold.

Industrial Alliance Investment Management first reported a position in LULU in Q4 2021 and held it in 6 quarters. The position peaked at $2.68M in Q1 2023. 1,085 funds tracked by Wall St. Rank hold LULU as of Q2 2023.

Industrial Alliance Investment Management reported no remaining lululemon athletica position as of Q2 2023 after selling out during the quarter.
Industrial Alliance Investment Management sold 7,362 lululemon athletica shares in Q2 2023, an estimated $2.68M.
Industrial Alliance Investment Management first reported a position in lululemon athletica in Q4 2021 and held it in 6 quarters.
Industrial Alliance Investment Management's lululemon athletica position peaked at $2.68M in Q1 2023.
1,085 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.