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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jefferies Group's LULU Position: Q1 2022 in Review

Jefferies Group sold out of lululemon athletica (LULU) in Q1 2022, closing a stake of 6,900 shares — an estimated $2.7M sold.

Jefferies Group first reported a position in LULU in Q4 2013 and held it in 24 quarters. The position peaked at $13.9M in Q4 2014. 975 funds tracked by Wall St. Rank hold LULU as of Q1 2022.

Jefferies Group reported no remaining lululemon athletica position as of Q1 2022 after selling out during the quarter.
Jefferies Group sold 6,900 lululemon athletica shares in Q1 2022, an estimated $2.7M.
Jefferies Group first reported a position in lululemon athletica in Q4 2013 and held it in 24 quarters.
Jefferies Group's lululemon athletica position peaked at $13.9M in Q4 2014.
975 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2022.

Based on Jefferies Group's 13F filing for Q1 2022, filed 16 May 2022.