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

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