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Pendal Group’s lululemon athletica LULU Stock Holding History

Pendal Group’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
Q3 		– Sell
-13,754
Closed -$2.48M – 473
2019
Q2 		$2.48M Sell
13,754
-18,275
-57% -$3.17M 0.03% 192
2019
Q1 		$5.25M Sell
32,029
-9,407
-23% -$1.37M 0.07% 133
2018
Q4 		$5.04M Sell
41,436
-22,878
-36% -$3.07M 0.08% 128
2018
Q3 		$10.5M Sell
64,314
-8,910
-12% -$1.22M 0.14% 88
2018
Q2 		$9.14M Buy
73,224
+30,545
+72% +$3.26M 0.12% 113
2018
Q1 		$3.8M Buy
+42,679
New +$3.42M 0.05% 187
2017
Q3 		– Sell
-5,860
Closed -$350K – 471
2017
Q2 		$350K Buy
+5,860
New +$305K 0.01% 386

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return