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Zurich Insurance Group’s lululemon athletica LULU Stock Holding History

Zurich Insurance 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
2024
Q2 		– Sell
-155,092
Closed -$60.6M – 250
2024
Q1 		$60.6M Sell
155,092
-29,569
-16% -$13.7M 0.55% 64
2023
Q4 		$94.4M Buy
184,661
+44,592
+32% +$19.3M 0.96% 26
2023
Q3 		$54M Buy
140,069
+44,189
+46% +$16.9M 0.57% 61
2023
Q2 		$36.3M Buy
95,880
+9,943
+12% +$3.67M 0.38% 82
2023
Q1 		$31.3M Sell
85,937
-61,238
-42% -$19.2M 0.39% 85
2022
Q4 		$47.2M Buy
147,175
+23,585
+19% +$7.76M 0.67% 57
2022
Q3 		$34.6M Buy
+123,590
New +$38.3M 0.54% 65
2019
Q4 		– Sell
-20,798
Closed -$4M – 375
2019
Q3 		$4M Buy
20,798
+5,532
+36% +$1.03M 0.08% 273
2019
Q2 		$2.75M Buy
15,266
+600
+4% +$104K 0.05% 298
2019
Q1 		$2.4M Buy
+14,666
New +$2.14M 0.05% 268
2018
Q2 		– Sell
-38,583
Closed -$3.44M – 508
2018
Q1 		$3.44M Buy
38,583
+4,314
+13% +$345K 0.08% 306
2017
Q4 		$2.69M Buy
34,269
+13,681
+66% +$912K 0.06% 369
2017
Q3 		$1.28M Sell
20,588
-15,724
-43% -$947K 0.04% 480
2017
Q2 		$2.17M Buy
36,312
+15,681
+76% +$816K 0.06% 375
2017
Q1 		$1.07M Buy
+20,631
New +$1.36M 0.03% 444

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

Zurich Insurance Group's LULU Position: Q2 2024 in Review

Zurich Insurance Group sold out of lululemon athletica (LULU) in Q2 2024, closing a stake of 155,092 shares — an estimated $60.6M sold.

Zurich Insurance Group first reported a position in LULU in Q1 2017 and held it in 15 quarters. The position peaked at $94.4M in Q4 2023. 1,073 funds tracked by Wall St. Rank hold LULU as of Q2 2024.

  • Zurich Insurance Group reported no remaining lululemon athletica position as of Q2 2024 after selling out during the quarter.
  • Zurich Insurance Group sold 155,092 lululemon athletica shares in Q2 2024, an estimated $60.6M.
  • Zurich Insurance Group first reported a position in lululemon athletica in Q1 2017 and held it in 15 quarters.
  • Zurich Insurance Group's lululemon athletica position peaked at $94.4M in Q4 2023.
  • 1,073 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2024.

Based on Zurich Insurance Group's 13F filing for Q2 2024, filed 14 Aug 2024.