WCM Investment Management
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WCM Investment Management’s lululemon athletica LULU Stock Holding History

WCM Investment Management’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
Q3 		– Sell
-10,061
Closed -$3.1M – 294
2024
Q2 		$3.1M Buy
10,061
+3,586
+55% +$1.2M 0.01% 177
2024
Q1 		$2.53M Buy
6,475
+109
+2% +$50.4K 0.01% 183
2023
Q4 		$3.24M Buy
+6,366
New +$2.75M 0.01% 180
2023
Q2 		– Sell
-795
Closed -$290K – 223
2023
Q1 		$290K Sell
795
-2,541,416
-100% -$797M ﹤0.01% 205
2022
Q4 		$814M Sell
2,542,211
-1,566,761
-38% -$515M 2.72% 12
2022
Q3 		$1.23B Sell
4,108,972
-166,455
-4% -$51.6M 4.43% 8
2022
Q2 		$1.21B Sell
4,275,427
-266,129
-6% -$85.3M 4.34% 8
2022
Q1 		$1.66B Sell
4,541,556
-979,967
-18% -$319M 4.63% 7
2021
Q4 		$2.16B Buy
5,521,523
+46,252
+0.8% +$19.8M 4.87% 9
2021
Q3 		$2.22B Buy
5,475,271
+40,332
+0.7% +$16.2M 5.12% 6
2021
Q2 		$1.98B Buy
5,434,939
+65,033
+1% +$21.4M 5.04% 9
2021
Q1 		$1.65B Buy
5,369,906
+139,207
+3% +$45.7M 4.51% 10
2020
Q4 		$1.82B Buy
5,230,699
+175,943
+3% +$61.1M 4.95% 9
2020
Q3 		$1.66B Sell
5,054,756
-2,847,325
-36% -$950M 5.84% 6
2020
Q2 		$2.47B Buy
7,902,081
+1,217,017
+18% +$311M 9.46% 2
2020
Q1 		$1.27B Buy
6,685,064
+3,389,604
+103% +$758M 7% 3
2019
Q4 		$763M Buy
+3,295,460
New +$702M 4.1% 10

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

WCM Investment Management's LULU Position: Q3 2024 in Review

WCM Investment Management sold out of lululemon athletica (LULU) in Q3 2024, closing a stake of 10,061 shares — an estimated $3.1M sold.

WCM Investment Management first reported a position in LULU in Q4 2019 and held it in 17 quarters. The position peaked at $2.47B in Q2 2020. 1,079 funds tracked by Wall St. Rank hold LULU as of Q3 2024.

  • WCM Investment Management reported no remaining lululemon athletica position as of Q3 2024 after selling out during the quarter.
  • WCM Investment Management sold 10,061 lululemon athletica shares in Q3 2024, an estimated $3.1M.
  • WCM Investment Management first reported a position in lululemon athletica in Q4 2019 and held it in 17 quarters.
  • WCM Investment Management's lululemon athletica position peaked at $2.47B in Q2 2020.
  • 1,079 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2024.

Based on WCM Investment Management's 13F filing for Q3 2024, filed 4 Nov 2024.