1776 Wealth’s lululemon athletica LULU Stock Holding History

1776 Wealth’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
2020 Q3	–	Sell	-132	Closed	-$41K	–	224
2020 Q2	$41K	Sell	132 -123	-48%	-$31.5K	0.03%	199
2020 Q1	$52K	Buy	255 +154	+152%	+$34.5K	0.02%	219
2019 Q4	$23K	Buy	+101	New	+$21.5K	0.02%	235

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

1776 Wealth's LULU Position: Q3 2020 in Review

1776 Wealth sold out of lululemon athletica (LULU) in Q3 2020, closing a stake of 132 shares — an estimated $41K sold.

1776 Wealth first reported a position in LULU in Q4 2019 and held it in 3 quarters. The position peaked at $52K in Q1 2020. 854 funds tracked by Wall St. Rank hold LULU as of Q3 2020.

1776 Wealth reported no remaining lululemon athletica position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 132 lululemon athletica shares in Q3 2020, an estimated $41K.
1776 Wealth first reported a position in lululemon athletica in Q4 2019 and held it in 3 quarters.
1776 Wealth's lululemon athletica position peaked at $52K in Q1 2020.
854 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.