Longfellow Investment Management’s lululemon athletica LULU Stock Holding History

Longfellow Investment Management’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
2023 Q2	–	Sell	-3	Closed	-$1.09K	–	279
2023 Q1	$1.09K	Hold	3	–	–	﹤0.01%	243
2022 Q4	$961	Hold	3	–	–	﹤0.01%	251
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	313
2022 Q2	$1K	Buy	3 +1	+50%	+$320	﹤0.01%	341
2022 Q1	$1K	Hold	2	–	–	﹤0.01%	375
2021 Q4	$1K	Buy	2 +1	+100%	+$427	﹤0.01%	377
2021 Q3	$1K	Hold	1	–	–	﹤0.01%	403
2021 Q2	$1K	Hold	1	–	–	﹤0.01%	420
2021 Q1	$1K	Hold	1	–	–	﹤0.01%	476
2020 Q4	$1K	Buy	+1	New	+$347	﹤0.01%	493

Other funds holding LULU

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

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

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

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Longfellow Investment Management's LULU Position: Q2 2023 in Review

Longfellow Investment Management sold out of lululemon athletica (LULU) in Q2 2023, closing a stake of 3 shares — an estimated $1.09K sold.

Longfellow Investment Management first reported a position in LULU in Q4 2020 and held it in 10 quarters. The position peaked at $1.09K in Q1 2023. 1,084 funds tracked by Wall St. Rank hold LULU as of Q2 2023.

Longfellow Investment Management reported no remaining lululemon athletica position as of Q2 2023 after selling out during the quarter.
Longfellow Investment Management sold 3 lululemon athletica shares in Q2 2023, an estimated $1.09K.
Longfellow Investment Management first reported a position in lululemon athletica in Q4 2020 and held it in 10 quarters.
Longfellow Investment Management's lululemon athletica position peaked at $1.09K in Q1 2023.
1,084 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2023.

Based on Longfellow Investment Management's 13F filing for Q2 2023, filed 4 Aug 2023.