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
2020 Q1	–	Sell	-20,000	Closed	-$4.63M	–	2407
2019 Q4	$4.63M	Hold	20,000	–	–	0.04%	552
2019 Q3	$3.85M	Hold	20,000	–	–	0.03%	664
2019 Q2	$3.6M	Hold	20,000	–	–	0.03%	628
2019 Q1	$3.28M	Buy	+20,000	New	+$2.92M	0.03%	631
2017 Q4	–	Sell	-300,000	Closed	-$18.7M	–	2667
2017 Q3	$18.7M	Buy	+300,000	New	+$18.1M	0.12%	140
2016 Q2	–	Sell	-5,000	Closed	-$339K	–	2307
2016 Q1	$339K	Buy	+5,000	New	+$300K	﹤0.01%	1619
2015 Q4	–	Sell	-9,400	Closed	-$476K	–	2440
2015 Q3	$476K	Buy	+9,400	New	+$573K	﹤0.01%	1532
2014 Q4	–	Sell	-1,000	Closed	-$42K	–	2181
2014 Q3	$42K	Buy	+1,000	New	+$40.3K	﹤0.01%	2000
2014 Q2	–	Sell	-80,000	Closed	-$4.21M	–	2248
2014 Q1	$4.21M	Hold	80,000	–	–	0.04%	357
2013 Q4	$4.72M	Buy	80,000 +17,500	+28%	+$1.2M	0.03%	334
2013 Q3	$4.57M	Buy	+62,500	New	+$4.36M	0.04%	350

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.