Westfield Capital Management
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Westfield Capital Management’s lululemon athletica LULU Stock Holding History

Westfield Capital 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
-706
Closed -$211K – 264
2024
Q2 		$211K Sell
706
-88,368
-99% -$29.5M ﹤0.01% 248
2024
Q1 		$34.8M Sell
89,074
-1,707
-2% -$789K 0.18% 171
2023
Q4 		$46.4M Sell
90,781
-71,518
-44% -$30.9M 0.27% 141
2023
Q3 		$62.6M Sell
162,299
-30,514
-16% -$11.7M 0.43% 93
2023
Q2 		$73M Sell
192,813
-152,141
-44% -$56.1M 0.46% 82
2023
Q1 		$126M Sell
344,954
-32,494
-9% -$10.2M 0.89% 25
2022
Q4 		$121M Buy
377,448
+277
+0.1% +$91.1K 0.93% 20
2022
Q3 		$105M Buy
377,171
+190,957
+103% +$59.2M 0.84% 27
2022
Q2 		$50.8M Buy
186,214
+31,559
+20% +$10.1M 0.4% 92
2022
Q1 		$56.5M Buy
154,655
+72,996
+89% +$23.8M 0.36% 99
2021
Q4 		$32M Buy
+81,659
New +$34.9M 0.19% 147
2021
Q1 		– Sell
-12,431
Closed -$4.33M – 264
2020
Q4 		$4.33M Sell
12,431
-107,566
-90% -$37.4M 0.03% 210
2020
Q3 		$39.5M Sell
119,997
-38,533
-24% -$12.9M 0.26% 123
2020
Q2 		$49.5M Buy
158,530
+144,868
+1,060% +$37M 0.34% 97
2020
Q1 		$2.59M Sell
13,662
-86,628
-86% -$19.4M 0.02% 203
2019
Q4 		$23.2M Sell
100,290
-213,669
-68% -$45.5M 0.17% 152
2019
Q3 		$60.4M Buy
313,959
+17,537
+6% +$3.28M 0.48% 74
2019
Q2 		$53.4M Buy
296,422
+2,215
+0.8% +$385K 0.4% 89
2019
Q1 		$48.2M Sell
294,207
-32,250
-10% -$4.71M 0.37% 93
2018
Q4 		$39.7M Buy
+326,457
New +$43.8M 0.34% 93
2017
Q4 		– Sell
-10,500
Closed -$654K – 256
2017
Q3 		$654K Buy
+10,500
New +$633K 0.01% 230
2017
Q2 		– Sell
-200,720
Closed -$10.4M – 270
2017
Q1 		$10.4M Sell
200,720
-166,498
-45% -$11M 0.09% 207
2016
Q4 		$23.9M Sell
367,218
-109,577
-23% -$6.54M 0.21% 149
2016
Q3 		$29.1M Sell
476,795
-97,335
-17% -$7.19M 0.23% 140
2016
Q2 		$42.4M Sell
574,130
-144,091
-20% -$9.56M 0.35% 98
2016
Q1 		$48.6M Buy
+718,221
New +$43.1M 0.37% 88

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

Westfield Capital Management's LULU Position: Q3 2024 in Review

Westfield Capital Management sold out of lululemon athletica (LULU) in Q3 2024, closing a stake of 706 shares — an estimated $211K sold.

Westfield Capital Management first reported a position in LULU in Q1 2016 and held it in 26 quarters. The position peaked at $126M in Q1 2023. 1,079 funds tracked by Wall St. Rank hold LULU as of Q3 2024.

  • Westfield Capital Management reported no remaining lululemon athletica position as of Q3 2024 after selling out during the quarter.
  • Westfield Capital Management sold 706 lululemon athletica shares in Q3 2024, an estimated $211K.
  • Westfield Capital Management first reported a position in lululemon athletica in Q1 2016 and held it in 26 quarters.
  • Westfield Capital Management's lululemon athletica position peaked at $126M in Q1 2023.
  • 1,079 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2024.

Based on Westfield Capital Management's 13F filing for Q3 2024, filed 12 Nov 2024.