Martingale Asset Management’s lululemon athletica LULU Stock Holding History

Martingale Asset 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
2024 Q2	–	Sell	-8,589	Closed	-$3.36M	–	824
2024 Q1	$3.36M	Buy	8,589 +1,211	+16%	+$560K	0.07%	200
2023 Q4	$3.77M	Buy	+7,378	New	+$3.19M	0.08%	177
2022 Q1	–	Sell	-1,473	Closed	-$578K	–	841
2021 Q4	$578K	Sell	1,473 -531	-26%	-$227K	0.01%	613
2021 Q3	$812K	Buy	+2,004	New	+$803K	0.01%	556
2019 Q3	–	Sell	-4,863	Closed	-$878K	–	1027
2019 Q2	$878K	Sell	4,863 -209	-4%	-$36.3K	0.01%	803
2019 Q1	$832K	Sell	5,072 -1,202	-19%	-$176K	0.01%	814
2018 Q4	$764K	Buy	6,274 +2,065	+49%	+$277K	0.01%	789
2018 Q3	$685K	Sell	4,209 -299	-7%	-$41K	0.01%	791
2018 Q2	$564K	Buy	+4,508	New	+$481K	0.01%	844

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Martingale Asset Management's LULU Position: Q2 2024 in Review

Martingale Asset Management sold out of lululemon athletica (LULU) in Q2 2024, closing a stake of 8,589 shares — an estimated $3.36M sold.

Martingale Asset Management first reported a position in LULU in Q2 2018 and held it in 9 quarters. The position peaked at $3.77M in Q4 2023. 1,073 funds tracked by Wall St. Rank hold LULU as of Q2 2024.

Martingale Asset Management reported no remaining lululemon athletica position as of Q2 2024 after selling out during the quarter.
Martingale Asset Management sold 8,589 lululemon athletica shares in Q2 2024, an estimated $3.36M.
Martingale Asset Management first reported a position in lululemon athletica in Q2 2018 and held it in 9 quarters.
Martingale Asset Management's lululemon athletica position peaked at $3.77M in Q4 2023.
1,073 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2024.

Based on Martingale Asset Management's 13F filing for Q2 2024, filed 12 Aug 2024.