Select Equity Group
LULU icon

Select Equity Group’s lululemon athletica LULU Stock Holding History

Select Equity 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
2015
Q1 		– Sell
-96,000
Closed -$5.36M – 107
2014
Q4 		$5.36M Buy
+96,000
New +$4.38M 0.05% 98

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Select Equity Group's LULU Position: Q4 2023 in Review

Select Equity Group sold out of lululemon athletica (LULU) in Q4 2023, closing a stake of 81,460 shares — an estimated $31.4M sold.

Select Equity Group first reported a position in LULU in Q4 2013 and held it in 21 quarters. The position peaked at $121M in Q1 2022. 1,230 funds tracked by Wall St. Rank hold LULU as of Q4 2023.

  • Select Equity Group reported no remaining lululemon athletica position as of Q4 2023 after selling out during the quarter.
  • Select Equity Group sold 81,460 lululemon athletica shares in Q4 2023, an estimated $31.4M.
  • Select Equity Group first reported a position in lululemon athletica in Q4 2013 and held it in 21 quarters.
  • Select Equity Group's lululemon athletica position peaked at $121M in Q1 2022.
  • 1,230 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2023.

Based on Select Equity Group's 13F filing for Q4 2023, filed 14 Feb 2024.