LOAMU
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Lombard Odier Asset Management (USA)’s lululemon athletica LULU Stock Holding History

Lombard Odier Asset Management (USA)’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
2024
Q2 		– Sell
-1,250
Closed -$488K – 344
2024
Q1 		$488K Buy
+1,250
New +$578K 0.01% 248
2023
Q1 		– Sell
-1,100
Closed -$352K – 360
2022
Q4 		$352K Buy
1,100
+365
+50% +$120K 0.01% 268
2022
Q3 		$205K Buy
+735
New +$228K 0.01% 315
2021
Q2 		– Sell
-2,048
Closed -$628K – 338
2021
Q1 		$628K Buy
+2,048
New +$672K 0.02% 214
2020
Q4 		– Sell
-15,504
Closed -$5.11M – 295
2020
Q3 		$5.11M Buy
+15,504
New +$5.17M 0.33% 73
2020
Q1 		– Sell
-30,000
Closed -$6.95M – 230
2019
Q4 		$6.95M Buy
+30,000
New +$6.39M 0.62% 48
2019
Q3 		– Sell
-31,619
Closed -$5.7M – 273
2019
Q2 		$5.7M Buy
+31,619
New +$5.49M 0.46% 67
2018
Q1 		– Sell
-49,200
Closed -$3.87M – 231
2017
Q4 		$3.87M Sell
49,200
-82,187
-63% -$5.48M 0.3% 97
2017
Q3 		$8.18M Buy
131,387
+41,021
+45% +$2.47M 0.58% 60
2017
Q2 		$5.39M Buy
+90,366
New +$4.7M 0.43% 76
2016
Q2 		– Sell
-74,202
Closed -$5.02M – 222
2016
Q1 		$5.02M Sell
74,202
-150,798
-67% -$9.06M 0.68% 54
2015
Q4 		$11.8M Sell
225,000
-5,000
-2% -$252K 1.15% 28
2015
Q3 		$11.7M Buy
+230,000
New +$14M 1.02% 30

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lombard Odier Asset Management (USA)'s LULU Position: Q2 2024 in Review

Lombard Odier Asset Management (USA) sold out of lululemon athletica (LULU) in Q2 2024, closing a stake of 1,250 shares — an estimated $488K sold.

Lombard Odier Asset Management (USA) first reported a position in LULU in Q3 2015 and held it in 13 quarters. The position peaked at $11.8M in Q4 2015. 1,074 funds tracked by Wall St. Rank hold LULU as of Q2 2024.

  • Lombard Odier Asset Management (USA) reported no remaining lululemon athletica position as of Q2 2024 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 1,250 lululemon athletica shares in Q2 2024, an estimated $488K.
  • Lombard Odier Asset Management (USA) first reported a position in lululemon athletica in Q3 2015 and held it in 13 quarters.
  • Lombard Odier Asset Management (USA)'s lululemon athletica position peaked at $11.8M in Q4 2015.
  • 1,074 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2024.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q2 2024, filed 14 Aug 2024.