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Paloma Partners’s lululemon athletica LULU Stock Holding History

Paloma Partners’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
2019
Q1 		– Sell
-6,400
Closed -$778K – 1823
2018
Q4 		$778K Buy
+6,400
New +$858K 0.02% 527
2017
Q2 		– Sell
-132,400
Closed -$6.87M – 2328
2017
Q1 		$6.87M Buy
+132,400
New +$8.72M 0.08% 206
2016
Q4 		– Sell
-18,500
Closed -$1.13M – 2065
2016
Q3 		$1.13M Buy
+18,500
New +$1.37M 0.01% 927
2015
Q2 		– Sell
-8,400
Closed -$538K – 1873
2015
Q1 		$538K Buy
+8,400
New +$538K 0.02% 749

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
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

Paloma Partners's LULU Position: Q1 2022 in Review

Paloma Partners sold out of lululemon athletica (LULU) in Q1 2022, closing a stake of 4,393 shares — an estimated $1.43M sold.

Paloma Partners first reported a position in LULU in Q2 2013 and held it in 26 quarters. The position peaked at $9.82M in Q1 2017. 975 funds tracked by Wall St. Rank hold LULU as of Q1 2022.

  • Paloma Partners reported no remaining lululemon athletica position as of Q1 2022 after selling out during the quarter.
  • Paloma Partners sold 4,393 lululemon athletica shares in Q1 2022, an estimated $1.43M.
  • Paloma Partners first reported a position in lululemon athletica in Q2 2013 and held it in 26 quarters.
  • Paloma Partners's lululemon athletica position peaked at $9.82M in Q1 2017.
  • 975 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2022.

Based on Paloma Partners's 13F filing for Q1 2022, filed 16 May 2022.