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A.R.T. Advisors’s lululemon athletica LULU Stock Holding History

A.R.T. Advisors’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
Q1 		– Sell
-56,959
Closed -$13.2M – 583
2019
Q4 		$13.2M Buy
56,959
+31,582
+124% +$6.73M 0.65% 8
2019
Q3 		$4.89M Sell
25,377
-6,200
-20% -$1.16M 0.24% 74
2019
Q2 		$5.69M Sell
31,577
-54,800
-63% -$9.52M 0.32% 49
2019
Q1 		$14.2M Buy
+86,377
New +$12.6M 0.85% 4
2018
Q4 		– Sell
-66,700
Closed -$10.8M – 1517
2018
Q3 		$10.8M Sell
66,700
-58,300
-47% -$7.99M 0.49% 24
2018
Q2 		$15.6M Sell
125,000
-94,200
-43% -$10M 0.64% 7
2018
Q1 		$19.5M Buy
219,200
+66,400
+43% +$5.31M 0.78% 5
2017
Q4 		$12M Sell
152,800
-42,700
-22% -$2.85M 0.53% 8
2017
Q3 		$12.2M Buy
195,500
+141,400
+261% +$8.52M 0.62% 12
2017
Q2 		$3.23M Buy
+54,100
New +$2.82M 0.17% 135
2017
Q1 		– Sell
-40,600
Closed -$2.64M – 1587
2016
Q4 		$2.64M Buy
+40,600
New +$2.42M 0.16% 181
2015
Q3 		– Sell
-123,272
Closed -$8.05M – 1486
2015
Q2 		$8.05M Buy
+123,272
New +$8.01M 0.27% 69
2015
Q1 		– Sell
-17,301
Closed -$965K – 1571
2014
Q4 		$965K Sell
17,301
-32,127
-65% -$1.47M 0.04% 660
2014
Q3 		$2.07M Buy
+49,428
New +$1.99M 0.1% 293
2014
Q1 		– Sell
-16,274
Closed -$960K – 1454
2013
Q4 		$960K Buy
+16,274
New +$1.12M 0.05% 495

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

A.R.T. Advisors's LULU Position: Q1 2020 in Review

A.R.T. Advisors sold out of lululemon athletica (LULU) in Q1 2020, closing a stake of 56,959 shares — an estimated $13.2M sold.

A.R.T. Advisors first reported a position in LULU in Q4 2013 and held it in 15 quarters. The position peaked at $19.5M in Q1 2018. 713 funds tracked by Wall St. Rank hold LULU as of Q1 2020.

  • A.R.T. Advisors reported no remaining lululemon athletica position as of Q1 2020 after selling out during the quarter.
  • A.R.T. Advisors sold 56,959 lululemon athletica shares in Q1 2020, an estimated $13.2M.
  • A.R.T. Advisors first reported a position in lululemon athletica in Q4 2013 and held it in 15 quarters.
  • A.R.T. Advisors's lululemon athletica position peaked at $19.5M in Q1 2018.
  • 713 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2020.

Based on A.R.T. Advisors's 13F filing for Q1 2020, filed 15 May 2020.