Parnassus Investments
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Parnassus Investments’s lululemon athletica LULU Stock Holding History

Parnassus Investments’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
-33,583
Closed -$13.1M – 135
2024
Q1 		$13.1M Hold
33,583
– – 0.03% 117
2023
Q4 		$17.2M Sell
33,583
-13,469
-29% -$5.82M 0.04% 109
2023
Q3 		$18.1M Hold
47,052
– – 0.04% 109
2023
Q2 		$17.8M Buy
47,052
+7,895
+20% +$2.91M 0.04% 108
2023
Q1 		$14.3M Buy
+39,157
New +$12.3M 0.04% 110
2022
Q3 		– Sell
-54,564
Closed -$14.9M – 132
2022
Q2 		$14.9M Hold
54,564
– – 0.04% 117
2022
Q1 		$19.9M Hold
54,564
– – 0.04% 120
2021
Q4 		$21.4M Hold
54,564
– – 0.04% 116
2021
Q3 		$22.1M Hold
54,564
– – 0.05% 115
2021
Q2 		$19.9M Hold
54,564
– – 0.04% 113
2021
Q1 		$16.7M Buy
54,564
+16,735
+44% +$5.49M 0.04% 118
2020
Q4 		$13.2M Hold
37,829
– – 0.04% 103
2020
Q3 		$12.5M Sell
37,829
-866
-2% -$289K 0.04% 103
2020
Q2 		$12.1M Buy
+38,695
New +$9.9M 0.04% 103

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Parnassus Investments's LULU Position: Q2 2024 in Review

Parnassus Investments sold out of lululemon athletica (LULU) in Q2 2024, closing a stake of 33,583 shares — an estimated $13.1M sold.

Parnassus Investments first reported a position in LULU in Q2 2020 and held it in 14 quarters. The position peaked at $22.1M in Q3 2021. 1,076 funds tracked by Wall St. Rank hold LULU as of Q2 2024.

  • Parnassus Investments reported no remaining lululemon athletica position as of Q2 2024 after selling out during the quarter.
  • Parnassus Investments sold 33,583 lululemon athletica shares in Q2 2024, an estimated $13.1M.
  • Parnassus Investments first reported a position in lululemon athletica in Q2 2020 and held it in 14 quarters.
  • Parnassus Investments's lululemon athletica position peaked at $22.1M in Q3 2021.
  • 1,076 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2024.

Based on Parnassus Investments's 13F filing for Q2 2024, filed 6 Aug 2024.