SBH
LULU icon

Segall Bryant & Hamill’s lululemon athletica LULU Stock Holding History

Segall Bryant & Hamill’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
2021
Q2 		– Sell
-44,142
Closed -$13.5M – 806
2021
Q1 		$13.5M Buy
+44,142
New +$14.5M 0.13% 178
2013
Q4 		– Sell
-3,350
Closed -$245K – 586
2013
Q3 		$245K Buy
+3,350
New +$234K 0.01% 530

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Segall Bryant & Hamill's LULU Position: Q2 2021 in Review

Segall Bryant & Hamill sold out of lululemon athletica (LULU) in Q2 2021, closing a stake of 44,142 shares — an estimated $13.5M sold.

Segall Bryant & Hamill first reported a position in LULU in Q3 2013 and held it in 2 quarters. The position peaked at $13.5M in Q1 2021. 928 funds tracked by Wall St. Rank hold LULU as of Q2 2021.

  • Segall Bryant & Hamill reported no remaining lululemon athletica position as of Q2 2021 after selling out during the quarter.
  • Segall Bryant & Hamill sold 44,142 lululemon athletica shares in Q2 2021, an estimated $13.5M.
  • Segall Bryant & Hamill first reported a position in lululemon athletica in Q3 2013 and held it in 2 quarters.
  • Segall Bryant & Hamill's lululemon athletica position peaked at $13.5M in Q1 2021.
  • 928 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2021.

Based on Segall Bryant & Hamill's 13F filing for Q2 2021, filed 12 Aug 2021.