Loomis, Sayles & Company
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Loomis, Sayles & Company’s lululemon athletica LULU Stock Holding History

Loomis, Sayles & Company’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
-166
Closed -$65K – 736
2024
Q1 		$65K Hold
166
– – ﹤0.01% 588
2023
Q4 		$85K Hold
166
– – ﹤0.01% 543
2023
Q3 		$64K Buy
166
+6
+4% +$2.29K ﹤0.01% 575
2023
Q2 		$60K Buy
160
+26
+19% +$9.59K ﹤0.01% 585
2023
Q1 		$49K Sell
134
-58
-30% -$18.2K ﹤0.01% 625
2022
Q4 		$62K Sell
192
-142
-43% -$46.7K ﹤0.01% 588
2022
Q3 		$93K Buy
334
+49
+17% +$15.2K ﹤0.01% 519
2022
Q2 		$78K Hold
285
– – ﹤0.01% 553
2022
Q1 		$104K Sell
285
-64
-18% -$20.8K ﹤0.01% 581
2021
Q4 		$137K Sell
349
-6
-2% -$2.56K ﹤0.01% 589
2021
Q3 		$144K Hold
355
– – ﹤0.01% 550
2021
Q2 		$129K Sell
355
-21
-6% -$6.92K ﹤0.01% 553
2021
Q1 		$116K Sell
376
-22
-6% -$7.22K ﹤0.01% 548
2020
Q4 		$139K Hold
398
– – ﹤0.01% 519
2020
Q3 		$131K Buy
398
+140
+54% +$46.7K ﹤0.01% 527
2020
Q2 		$80K Buy
258
+5
+2% +$1.28K ﹤0.01% 534
2020
Q1 		$48K Buy
+253
New +$56.6K ﹤0.01% 558

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

Loomis, Sayles & Company's LULU Position: Q2 2024 in Review

Loomis, Sayles & Company sold out of lululemon athletica (LULU) in Q2 2024, closing a stake of 166 shares — an estimated $65K sold.

Loomis, Sayles & Company first reported a position in LULU in Q1 2020 and held it in 17 quarters. The position peaked at $144K in Q3 2021. 1,073 funds tracked by Wall St. Rank hold LULU as of Q2 2024.

  • Loomis, Sayles & Company reported no remaining lululemon athletica position as of Q2 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 166 lululemon athletica shares in Q2 2024, an estimated $65K.
  • Loomis, Sayles & Company first reported a position in lululemon athletica in Q1 2020 and held it in 17 quarters.
  • Loomis, Sayles & Company's lululemon athletica position peaked at $144K in Q3 2021.
  • 1,073 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2024.

Based on Loomis, Sayles & Company's 13F filing for Q2 2024, filed 13 Aug 2024.