Jefferies Group’s lululemon athletica LULU Stock Holding History

Jefferies Group’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 Q4	–	Sell	-300,000	Closed	-$18.7M	–	2665
2017 Q3	$18.7M	Buy	+300,000	New	+$18.1M	0.12%	139
2017 Q1	–	Sell	-75,100	Closed	-$4.88M	–	2513
2016 Q4	$4.88M	Buy	+75,100	New	+$4.48M	0.03%	576
2016 Q1	–	Sell	-200,000	Closed	-$10.5M	–	2434
2015 Q4	$10.5M	Hold	200,000	–	–	0.06%	251
2015 Q3	$10.1M	Hold	200,000	–	–	0.06%	262
2015 Q2	$13.1M	Hold	200,000	–	–	0.07%	238
2015 Q1	$12.8M	Sell	200,000 -407,000	-67%	-$26.1M	0.07%	190
2014 Q4	$33.9M	Buy	607,000 +322,600	+113%	+$14.7M	0.2%	94
2014 Q3	$11.9M	Buy	284,400 +244,400	+611%	+$9.84M	0.08%	211
2014 Q2	$1.62M	Sell	40,000 -57,500	-59%	-$2.62M	0.01%	712
2014 Q1	$5.13M	Buy	+97,500	New	+$4.86M	0.05%	304
2013 Q4	–	Sell	-20,000	Closed	-$1.46M	–	2088
2013 Q3	$1.46M	Buy	+20,000	New	+$1.39M	0.01%	740

Other funds holding LULU

Fidelity Investments

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

T. Rowe Price Associates

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management

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