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Scout Investments’s lululemon athletica LULU Stock Holding History

Scout 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
-40,048
Closed -$15.4M – 202
2024
Q1 		$15.4M Sell
40,048
-27,156
-40% -$12.6M 0.38% 98
2023
Q4 		$34.4M Sell
67,204
-42,133
-39% -$18.2M 0.86% 30
2023
Q3 		$41.9M Sell
109,337
-14,712
-12% -$5.62M 0.96% 20
2023
Q2 		$47M Sell
124,049
-16,901
-12% -$6.24M 0.96% 21
2023
Q1 		$51.3M Sell
140,950
-9,126
-6% -$2.86M 1.04% 21
2022
Q4 		$48.1M Sell
150,076
-58,514
-28% -$19.2M 0.98% 31
2022
Q3 		$58.3M Buy
208,590
+131,756
+171% +$40.9M 1.21% 14
2022
Q2 		$20.9M Sell
76,834
-15,977
-17% -$5.12M 0.41% 88
2022
Q1 		$33.9M Buy
92,811
+60,188
+184% +$19.6M 0.54% 62
2021
Q4 		$12.8M Sell
32,623
-463
-1% -$198K 0.19% 156
2021
Q3 		$13.4M Buy
+33,086
New +$13.3M 0.2% 152
2021
Q1 		– Sell
-24,555
Closed -$8.55M – 324
2020
Q4 		$8.55M Sell
24,555
-16,921
-41% -$5.88M 0.16% 222
2020
Q3 		$13.7M Sell
41,476
-11,410
-22% -$3.81M 0.3% 128
2020
Q2 		$16.5M Sell
52,886
-15,692
-23% -$4.01M 0.39% 99
2020
Q1 		$13M Sell
68,578
-14,862
-18% -$3.33M 0.39% 105
2019
Q4 		$19.3M Sell
83,440
-66,612
-44% -$14.2M 0.37% 97
2019
Q3 		$28.9M Buy
150,052
+581
+0.4% +$109K 0.57% 59
2019
Q2 		$26.9M Buy
149,471
+51,975
+53% +$9.03M 0.52% 63
2019
Q1 		$16M Buy
+97,496
New +$14.2M 0.33% 122
2015
Q4 		– Sell
-300,433
Closed -$15.2M – 317
2015
Q3 		$15.2M Buy
300,433
+168,567
+128% +$10.3M 0.36% 103
2015
Q2 		$8.61M Sell
131,866
-210,690
-62% -$13.7M 0.16% 137
2015
Q1 		$21.9M Sell
342,556
-406,875
-54% -$26.1M 0.36% 108
2014
Q4 		$41.8M Sell
749,431
-17,698
-2% -$807K 0.64% 58
2014
Q3 		$32.2M Sell
767,129
-30,541
-4% -$1.23M 0.43% 76
2014
Q2 		$32.3M Buy
797,670
+357,512
+81% +$16.3M 0.38% 89
2014
Q1 		$23.1M Buy
+440,158
New +$22M 0.27% 100

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

Scout Investments's LULU Position: Q2 2024 in Review

Scout Investments sold out of lululemon athletica (LULU) in Q2 2024, closing a stake of 40,048 shares — an estimated $15.4M sold.

Scout Investments first reported a position in LULU in Q1 2014 and held it in 26 quarters. The position peaked at $58.3M in Q3 2022. 1,073 funds tracked by Wall St. Rank hold LULU as of Q2 2024.

  • Scout Investments reported no remaining lululemon athletica position as of Q2 2024 after selling out during the quarter.
  • Scout Investments sold 40,048 lululemon athletica shares in Q2 2024, an estimated $15.4M.
  • Scout Investments first reported a position in lululemon athletica in Q1 2014 and held it in 26 quarters.
  • Scout Investments's lululemon athletica position peaked at $58.3M in Q3 2022.
  • 1,073 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2024.

Based on Scout Investments's 13F filing for Q2 2024, filed 12 Aug 2024.