EAGLE ASSET MANAGEMENT INC LULU LULULEMON ATHLETICA INC

Ownership history in EAGLE ASSET MANAGEMENT INC  ·  25 quarters on record

AI Ownership Summary

EAGLE ASSET MANAGEMENT INC reported LULULEMON ATHLETICA INC (LULU) in 25 quarterly 13F filings from 2023 Q4 through 2024 Q2. Peak portfolio weight reached 0.58% in 2023 Q4. The latest visible filing shows LULU at 0.47% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LULU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EAGLE ASSET MANAGEMENT INC's position in LULULEMON ATHLETICA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q2

LULU was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.58% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How EAGLE ASSET MANAGEMENT INC held LULU — position size vs. price
% of Fund (quarterly)    LULU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q2 ADDED 291,976 +54,200 +22.8% 0.47% $88.3M 2024-08-12 $239.70
2024 Q1 ADDED 237,776 +27,313 +13.0% 0.46% $91.6M 2024-05-09 $352.95
2023 Q4 ADDED 210,463 +255 +0.1% 0.58% $107.6M 2024-02-12 $466.08
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About EAGLE ASSET MANAGEMENT INC and LULU

These are the practical questions this page is built to answer before you even open the full history table.

How long has EAGLE ASSET MANAGEMENT INC reported owning LULU?

EAGLE ASSET MANAGEMENT INC reported LULU across 3 quarterly 13F filings, from 2023 Q4 through 2024 Q2.

What was the largest reported LULU position in EAGLE ASSET MANAGEMENT INC's portfolio?

The largest reported portfolio weight for LULU was 0.58% in 2023 Q4.

What is the latest reported LULU position on this page?

The most recent filing on this page is 2024 Q2, when EAGLE ASSET MANAGEMENT INC reported 291,976 shares, equal to 0.47% of portfolio, with an estimated market value of $88.3M.

What does the chart on this LULU ownership page compare?

The chart compares EAGLE ASSET MANAGEMENT INC's quarterly LULU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EAGLE ASSET MANAGEMENT INC time their LULU position?

Based on 13F filing dates vs. subsequent LULU price moves, EAGLE ASSET MANAGEMENT INC correctly timed 12 out of 24 reported position changes (50%). The annualised alpha on LULU relative to SPY over the holding period was -3.7%.

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